RE: Guidance Please AAArg - In the Z Thank you AAArg and In the Zone for your notes.
It's not BB I need to follow it's my other investments...but I do want to keep in touch with the BB progess on this board.
And finally,I don't think Thorsten Heins is telling the whole story: how can we believe him???
- he says he had to increase production....didn't say it was doubling (from 500k to 1 million)
- he says cash on hand is pretty good....he didn't tell us it was vey good!!
- now he says subscriber loss will be in the single digits and break even is in the cards and the business model positively supports this....
- is he again hiding the facts that double the hardware revenue from 6 million phones sold/quarter is way better than a trickle of carrier subscriber fees. (he did imply in the analyst interviews that it was too complicated for them to understand)
- is he hiding the fact that gross margins could climb to 50% under the new model?
- is he hiding the fact that the biggest seller of all is about to hit the market in the form of the Q10 with huge margins?
- is he down-playing the fact that many other countries will see the Z10 launched in April
- is he not informing the analysts that all this noise is free advertising for BB
- is he not telling us that the June 28th release may show another profit and very little decrease in subscriber base plus a healthy bank balance? (1% decrease is a single digit)
- how can the shorts possibly believe what this man says?!?!?
S.