(16-02-2014, 11:12 AM)orangetea Wrote: [ -> ]Somewhat similar to appl executives left. Perhaps it would be easier to work with John's team for the turn around.
It would be a good opportunity to average up on dips IMO around $9
It did dip slightly below $9 again. Then this news came...
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Dan Loeb Bought 10 Million Shares Of BlackBerry (BBRY)
Julia La Roche, provided by
Published 2:28 pm, Friday, February 14, 2014
Hedge fund manager Daniel Loeb, who runs $14 billion Third Point LLC, disclosed a huge stake in Blackberry Ltd.
In his fund's latest 13F filing, Third Point held 10 million shares of BlackBerry during the fourth quarter ended December 31, 2013.
BBRY shares closed at $8.98 today, but are up 3% in after-hours trading.
Hedge funds only have to disclose their long equity holdings in these securities filings. Also, keep in mind 13Fs are filed 45 days after the end of each quarter.
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Viber sold for USD$900M to Rakuten
Japanese internet powerhouse Rakuten announced that it acquired Viber for $900 million. Viber has 300 million registered users and is known for its strength in Africa, the Middle East and South East Asia.
Both Kik and BBM are on their way to hitting 150 million registered users by the end of 2014. And both have intriguing regional strengths that might make them as valuable — or even more valuable — than Viber.
The real valuation formula for these companies hinges on monthly average users (MAU) and weekly engagement figures, as well as customer purchasing power profile. Of course, these statistics are not publicly available.
Still unsure how Blackberry is going to monetize BBM. I am sure selling stickers like Line and Wechat is not going to work for the working professional.
BBM is like Twitter, Facebook, Instagram, Foursquare, and Skype rolled in one...
imho Blackberry can go two routes to monetise BBM, both routes already have players, so it would be interesting to watch how Blackberry would differentiate BBM:
1. Taking B2C route: this approach is similar in how Twitter, Facebook, Instagram, etc monetise their business - offering
a way for business to reach and connect with its customers+potential customers
2. Taking B2B route: offering enterprise mobile messaging and collaboration tools, similar to
TigerTex,
Cotap, etc
(17-02-2014, 08:15 PM)yawnyawn Wrote: [ -> ]Still unsure how Blackberry is going to monetize BBM. I am sure selling stickers like Line and Wechat is not going to work for the working professional.
Blackberry is going to sell stickers
It seems that BBM is still unwilling to forgo consumer market.. maybe in the future they will put separate brand for its consumer messaging and enterprise messaging offering like Microsoft does with Skype and Lync
I downloaded BBM on my iphone.
Unlike whatsapp, i cannot see who on my contact list has BBM.
Adding contacts requires invites and accepting with the BBM pin which makes it a little cumbersome but secure.
orangetea Wrote:I downloaded BBM on my iphone. Unlike whatsapp, i cannot see who on my contact list has BBM. Adding contacts requires invites and accepting with the BBM pin which makes it a little cumbersome but secure.
I like the bbm channels and can subscribe them.
(22-02-2014, 02:51 PM)orangetea Wrote: [ -> ]I like the bbm channels and can subscribe them.
i should have tried it as well.. but too bad my cellphone is at least one decade behind current generation
orangetea, how is bbm channels compare to wechat company official acount? do you think current bbm has advantage compared to other consumer messaging platform in terms of consumer marketing and branding?
rogerwilco Wrote:i should have tried it as well.. but too bad my cellphone is at least one decade behind current generation orangetea, how is bbm channels compare to wechat company official acount? do you think current bbm has advantage compared to other consumer messaging platform in terms of consumer marketing and branding?
I tried wechat just now. The only cool additional function which whatsapp doesn't have is "find people nearby" (i am taking whatsapp as the current gold standard)
As for BBM, i channel is quite vibrant and attractive.
It really depends what and who we allow in to our contact (which i find bbm's sell point is secure, safe and niche)
Attached some photos from BBM and some interest groups (stocks, baking)
One cool thing about bbm is ...
I can access bbm via my iPad thru wifi only
Other social chats are tagged to mobile numbers
Because bbm is reliant to email, it can port easily to iPad.
I get to keep my contact which I added on my mobile and I can make calls to my contact (it works like Skype)
It's a bit buggy but I works.
For channels which I subscribed, I can comment much like Facebook