IMPLICATION #3 – BLACKBERRY ACTUALLY IS MORE OF AN ENGINEERING / IT FOCUSED COMPANY RELATIVE TO ITS PEERS. IN MANY WAYS IT IS MORE OF A “START-UP”. EVEN WITH FINANCIAL PRESSURE, JOHNNY CHEN RETAINED TECHNICAL TALENT. WHAT DOES THAT SAY ABOUT THE COMPANY’S FUTURE, AND VALUATION ??? I was curious and did comparison of the ratio of $BB’s Engineering / IT monkeys to its sales. See below
Growth Investor said Even as a $BB bull, I didn’t expect the discrepancy to be so large.
Bump