RE:RE:fast and looseGood discussion. On this point:
"I think Chen should just take the Google Play software revenue (or whatever the reason was for that $8 million) and put it into the Software & Services division, without playing games. The only problem is that BB -- from the get-go -- advertised that the Hub+Service revenue as well as licensing revenue from TCL/MP/OI would all be booked under the Mobility Services heading."
I disagree. The real problem is this: if BB uses this revenue stream to get to target then it means their core, underlying QNX and UEM business did not deliver on growth. And if the market perceives weakness in the core revenue stream, we are going for a ride down.
The stock is vulnerable here.