U********f
发帖数: 2482 | 1 The company is very solid, with a unique product, catering to a very niche
market and the only thing wrong is the perception the market has about the
stock. And like Groupon, perception can change at the blink of an eye, for
reasons that I cannot even begin to guess today.
One think is sure. BlackBerry is a cheap stock today any way you slice it
and dice it. The stock is trading at less than book value and at 2/3 of its
cash position with no debt. There are not that many companies out there you
can find with such a cash pile to market cap. Remember when Apple (AAPL),
for no apparent reason was also trading at two-thirds of its cash?
In addition, the company has just rolled out a new operating system and a
new line of devices. Maybe the market didn't get the numbers it was hoping
for, but this is not a company that will go out business. Like Groupon, I
think eventually, the market will stop voting on BlackBerry and start
weighing it. And like Groupon, if and when the perception of the market
changes, BlackBerry can also climb 200% from current prices, without
necessarily becoming a better company or even a profitable company.
But that's where the opportunity is in the long term. Due to this negative
perception, the stock is priced where it is today. And if my thesis is
correct and perception changes in the future, then long term this stock will
appreciate. And like Groupon today, that has a target price of 300% from
its lows, BlackBerry might also have a target price 400% from current levels
, if and when the stock reaches $30 and everyone all of a sudden is
extremely bullish, even if nothing has really changed about the company. | c******6
发帖数: 928 | | u**********n
发帖数: 8905 | 3 关于bbry，我已经有2次见到所谓的“insider”说这股票远远被低估。一次在文学城，
还有一次在pda版（某人说家属奖金发的很多之类，那时候俺手上正好有一些在水下）。
从图上看，目前根本没有支撑，估计还要继续跌。
记得FB在30块时，版上有人说“数据很好”。
不会是大庄想让人接盘吧？ | d******5
发帖数: 4273 | 4 可能会有反弹，但继续走低可能性大。这是一庄股，庄家总是希望在更低位吸筹。 | U********f
发帖数: 2482 | 5 这个是YAHOO上的文章
）。
【在 u**********n 的大作中提到】
: 关于bbry，我已经有2次见到所谓的“insider”说这股票远远被低估。一次在文学城，
: 还有一次在pda版（某人说家属奖金发的很多之类，那时候俺手上正好有一些在水下）。
: 从图上看，目前根本没有支撑，估计还要继续跌。
: 记得FB在30块时，版上有人说“数据很好”。
: 不会是大庄想让人接盘吧？
| U********f
发帖数: 2482 | 6 我也在等，跌了这么多一次象样的反弹都没有。
可能还会有一次大跌。
【在 d******5 的大作中提到】
: 可能会有反弹，但继续走低可能性大。这是一庄股，庄家总是希望在更低位吸筹。
| u**********n
发帖数: 8905 | 7 没说你是庄, 提醒一下而已。
【在 U********f 的大作中提到】
: 这个是YAHOO上的文章
:
: ）。
| h*****7
发帖数: 6781 | | d********g
发帖数: 192 | 9 系统是好系统，apps开发是困难的，没有好的ecosystem，被mm玩（假消息多），看来
BB要从硬件转到软件和services才有希望了。。。。 要大量裁员啊。。。。。 | t******u
发帖数: 352 | 10 re这个。。。
【在 h*****7 的大作中提到】
: 看了两段就不看了
: 就没看到分析 全是喊空话
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