BlackBerry Ltd T.BB

Penny For Your Thoughts

[dwolfenson]

Yasch, in case you find time, I'm curious as to your take on how yoy Q2 '21 vs what comes out Wednesday is likely to be portrayed. My concern is, Q2 last year had the large licensing component... I believe 108M of the 266M. Sub that out and we're left with 158M or sub out all but 15 - 20M and it's 173 - 178M range.
In a headline driven world, where 100M yoy drop offers sensationalism and lack of understanding vis a vis what's essentially a licensing moratorium, I'm wondering how you think BB will be treated. That is independent of patent news and/or great news about Ivy rollout or 'other.'
Obviously, we can't control how the financial press will choose to paint the picture. I think most of us longs realize we're very, very close. Perhaps too close not to be mostly in, but these next couple months could be rough treading or smooth sailing. My sometimes reliable crystal ball has a film over it. :)
While my nerves would prefer a late pre ER surge, but I think it's advantageous to be a few dollars below our pre Q1 SP.   - dwolf

[Yasch22]

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[dwolfenson]

Thanks, Yasch! Makes very good sense and much appreciated! At some point, hopefully soon, it won't be quite as easy for the FUDmeisters to work short side. Personally, I don't care for the rah rah nonsense either. Contributing writers such as Larry Ramer and the guy who runs a technology think tank (forgetting his name) are more my speed.  I like to believe most folks are reasonable

[Yasch22]

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