RE:Some of the big boys & girls know somethingI think you're absolutely right (as usual Yasch).
The overall market is down-flat today, but Blackberry is continuing to climb. Shorts might be exiting before results as well.
Blackberry has seen large increases from very large institutional investors and hedge funds over the last few weeks. They sold roughly 170k Privs in just two weeks on last quarter's financial's, so it's fair to assume that now we'll see three months worth of sales which will include the larger availability within the US and internationally as it's been rolled out into more markets.
We'll also see three full months worth of Good tech revenue (but we may see some additional expenses as well).
QNX revenues are increasing every quarter and it's fair to assume we'll see an increase there as well as more and more vehicles are being manufactured.
BBM has been growing overall, especially in some markets like S.Africa and Indonesia, so there should be a slight increase in revenue from BBM.
AtHoc might be the most exciting part of Blackberry atm and acquiring this company has really helped Blackberry (and Blackberry has helped AtHoc). Increasing revenues from this as well.
IP Licensing is an unknown but more and more corporations are interested in licensing Blackberry's 45,000 patents.
BES12 revenues have been growing every quarter lately and it's fair to assume they will have grown again this quarter especially with the new offerings added.
Imo, Blackberry trades at a massive discount.
The market might be finally realizing it but the SP still needs to make huge gains before Blackberry is fairly valued. With institutional investors and hedge funds adding aggressively recently and with all the great things happening at Blackberry, I'd say it's fair to assume that Blackberry will have another great quarter on April 1st.