Need Yasch and RealAloy to chime in here...Hey Yasch. I've known you and Aloy for about 9-10 years now. Basically we all started on ST around the same time on the BB board. Aloy has been great source of info for lots and lots of people.
I was insanly bullish on BB and chen for good 7-8 years. I'm basically 100% in BB at the moment and insanely negative.
I've been observing BB products, their launches, technology, and mgmt guidances for good 10 years and how they handled each products. I'm not really sure what's happening but they have fumbled every one of them from phones to apps to radar to adhoc to UEM to cylance to gateway. I'm not sure what the exact problem is that's causing these failures..and i don't think Chen does either or else he would have fixed it.
Is it truly the sales? or is it marketing?
I know the products are good but it's never about that when it comes to revenue generation. you can have the best product but if your marketing and sales team are not good then you won't survive.
I personally think Chen needs to sell the company just based on projection. 5 year projection is only 1.2 billion dollars. 3 years to develope Ivy and not a single customer from western countries. China does not count because i know that soon as there's war BB wil have to pull out( 5 eyes).
What is your take on selling? what price do you think would be resonable based on this?
The King.