welcome back to segment two of show 20 we’re going to talk about research in
we’re going to talk about research in
we’re going to talk about research in motion the Canadian makers of the
motion the Canadian makers of the
motion the Canadian makers of the blackberry so touching on a few things
blackberry so touching on a few things
blackberry so touching on a few things they’re doing horribly let’s talk about
they’re doing horribly let’s talk about
they’re doing horribly let’s talk about that too amazon considered buying it so
that too amazon considered buying it so
that too amazon considered buying it so did nokia and microsoft who are already
did nokia and microsoft who are already
did nokia and microsoft who are already in bed and an article came out yesterday
in bed and an article came out yesterday
in bed and an article came out yesterday i think on ZDNet that very interesting
i think on ZDNet that very interesting
i think on ZDNet that very interesting it said would research in motion be in a
it said would research in motion be in a
it said would research in motion be in a better position if they killed the
better position if they killed the
better position if they killed the blackberry to focus on enterprise
blackberry to focus on enterprise
blackberry to focus on enterprise software and their patents so lots to
software and their patents so lots to
software and their patents so lots to cover take it away any one of those
cover take it away any one of those
cover take it away any one of those three points well I actually think their
three points well I actually think their
three points well I actually think their patents are probably there they’re the
patents are probably there they’re the
patents are probably there they’re the biggest asset right now like for example
biggest asset right now like for example
biggest asset right now like for example you google bought a few things this year
you google bought a few things this year
you google bought a few things this year they didn’t buy it because they were
they didn’t buy it because they were
they didn’t buy it because they were they just wanted two patents I think
they just wanted two patents I think
they just wanted two patents I think that’s the biggest thing that go going
that’s the biggest thing that go going
that’s the biggest thing that go going for them they totally screwed up on
for them they totally screwed up on
for them they totally screwed up on their their new operating system the two
their their new operating system the two
their their new operating system the two guys running it they did that kind of
guys running it they did that kind of
guys running it they did that kind of keeps screwing up so yeah I think they
keeps screwing up so yeah I think they
keeps screwing up so yeah I think they should probably cut their losses now
should probably cut their losses now
should probably cut their losses now well before the losses get too big
well before the losses get too big
well before the losses get too big sell-off for the patents and like just
sell-off for the patents and like just
sell-off for the patents and like just retire happily or move on to the next
retire happily or move on to the next
retire happily or move on to the next thing but I’m not even sure of
thing but I’m not even sure of
thing but I’m not even sure of enterprise software is the way for them
enterprise software is the way for them
enterprise software is the way for them to go this is so funny and I’m the same
to go this is so funny and I’m the same
to go this is so funny and I’m the same way so I’m when I’m criticizing what you
way so I’m when I’m criticizing what you
way so I’m when I’m criticizing what you just said I’m criticizing myself and
just said I’m criticizing myself and
just said I’m criticizing myself and everyone else it’s like I think when we
everyone else it’s like I think when we
everyone else it’s like I think when we get around and we pontificate over these
get around and we pontificate over these
get around and we pontificate over these matters it has to reflect reality the
matters it has to reflect reality the
matters it has to reflect reality the two guys are loaded they are probably
two guys are loaded they are probably
two guys are loaded they are probably set in their ways they were like gods of
set in their ways they were like gods of
set in their ways they were like gods of communication thanks to the blackberry
communication thanks to the blackberry
communication thanks to the blackberry they could care less as much as
they could care less as much as
they could care less as much as everybody is telling them you guys are
everybody is telling them you guys are
everybody is telling them you guys are idiots driving this company into the
idiots driving this company into the
idiots driving this company into the ground they don’t care they basically
ground they don’t care they basically
ground they don’t care they basically drop the ball at the playbook they had
drop the ball at the playbook they had
drop the ball at the playbook they had to write it off was a 485 million dollar
to write it off was a 485 million dollar
to write it off was a 485 million dollar right off and they could still care less
right off and they could still care less
right off and they could still care less so I don’t see them ever selling or
so I don’t see them ever selling or
so I don’t see them ever selling or getting rid of the blackberry because
getting rid of the blackberry because
getting rid of the blackberry because it’s like hubris and arrogance and greed
it’s like hubris and arrogance and greed
it’s like hubris and arrogance and greed you know sloth and all the seven sins
you know sloth and all the seven sins
you know sloth and all the seven sins piled into one I do think though that
piled into one I do think though that
piled into one I do think though that the problem is if Amazon or nokian
the problem is if Amazon or nokian
the problem is if Amazon or nokian Microsoft wanted to buy them amazon
Microsoft wanted to buy them amazon
Microsoft wanted to buy them amazon maybe could do interesting things nokia
maybe could do interesting things nokia
maybe could do interesting things nokia microsoft it’s you know could but
microsoft it’s you know could but
microsoft it’s you know could but they’re already sort of trying to figure
they’re already sort of trying to figure
they’re already sort of trying to figure out what’s what but the bigger issue is
out what’s what but the bigger issue is
out what’s what but the bigger issue is i don’t see the two research in motion
i don’t see the two research in motion
i don’t see the two research in motion founders see co-ceos that always works
founders see co-ceos that always works
founders see co-ceos that always works out really well one
out really well one
out really well one cell I don’t see them as some the life
cell I don’t see them as some the life
cell I don’t see them as some the life is good we’re making all this money
is good we’re making all this money
is good we’re making all this money we’re profitable doesn’t matter if we
we’re profitable doesn’t matter if we
we’re profitable doesn’t matter if we don’t even know how many freaking
don’t even know how many freaking
don’t even know how many freaking blackberry models are out there around
blackberry models are out there around
blackberry models are out there around the world you know life is good so I
the world you know life is good so I
the world you know life is good so I think that’s the bigger issue the only
think that’s the bigger issue the only
think that’s the bigger issue the only thing is that they’re worth less than
thing is that they’re worth less than
thing is that they’re worth less than their book value so I do think though
their book value so I do think though
their book value so I do think though that if there’s enough institutional
that if there’s enough institutional
that if there’s enough institutional shareholders out there hasn’t been very
shareholders out there hasn’t been very
shareholders out there hasn’t been very successful with AOL or yahoo i do see
successful with AOL or yahoo i do see
successful with AOL or yahoo i do see there being maybe some kind of like
there being maybe some kind of like
there being maybe some kind of like potential hostile takeover something
potential hostile takeover something
potential hostile takeover something like that where you know they’re not
like that where you know they’re not
like that where you know they’re not going to have a choice in the matter but
going to have a choice in the matter but
going to have a choice in the matter but but i actually like the Amazon buying
but i actually like the Amazon buying
but i actually like the Amazon buying them I think Amazon I think Amazon could
them I think Amazon I think Amazon could
them I think Amazon I think Amazon could do some interesting stuff with those
do some interesting stuff with those
do some interesting stuff with those patents specifically you know between
patents specifically you know between
patents specifically you know between their cloud services and their Kindle
their cloud services and their Kindle
their cloud services and their Kindle products I think that would be a good
products I think that would be a good
products I think that would be a good fit you know it’s almost like I would
fit you know it’s almost like I would
fit you know it’s almost like I would have even ventured that it might have
have even ventured that it might have
have even ventured that it might have made more sense for nokia to you know
made more sense for nokia to you know
made more sense for nokia to you know buy them or their patents than it would
buy them or their patents than it would
buy them or their patents than it would have made for nokia to get in bed with
have made for nokia to get in bed with
have made for nokia to get in bed with microsoft the way they did what do you
microsoft the way they did what do you
microsoft the way they did what do you think about the Nokia Microsoft deal um
think about the Nokia Microsoft deal um
think about the Nokia Microsoft deal um I guess in a certain sense okay nokia
I guess in a certain sense okay nokia
I guess in a certain sense okay nokia needed a new operating system symbian
needed a new operating system symbian
needed a new operating system symbian was dead me go wasn’t working out and
was dead me go wasn’t working out and
was dead me go wasn’t working out and Windows Phone 7 needed distribution I
Windows Phone 7 needed distribution I
Windows Phone 7 needed distribution I think the exclusivity was a mistake for
think the exclusivity was a mistake for
think the exclusivity was a mistake for nokia I think nokia has always been
nokia I think nokia has always been
nokia I think nokia has always been really good at hardware I love the
really good at hardware I love the
really good at hardware I love the cameras on their phone and I’ve played
cameras on their phone and I’ve played
cameras on their phone and I’ve played with a lot of Nokia’s over the years
with a lot of Nokia’s over the years
with a lot of Nokia’s over the years their weakness was already operating
their weakness was already operating
their weakness was already operating system I think they could have done some
system I think they could have done some
system I think they could have done some interesting stuff with Android Windows
interesting stuff with Android Windows
interesting stuff with Android Windows Phone 7 has a really is it like three
Phone 7 has a really is it like three
Phone 7 has a really is it like three percent of the US market share it’s it’s
percent of the US market share it’s it’s
percent of the US market share it’s it’s insignificant whatsoever and I think
insignificant whatsoever and I think
insignificant whatsoever and I think Nokia where they’re like okay we want to
Nokia where they’re like okay we want to
Nokia where they’re like okay we want to sell more devices so we want to get a
sell more devices so we want to get a
sell more devices so we want to get a better operating system they pretty much
better operating system they pretty much
better operating system they pretty much won exclusive with the least popular
won exclusive with the least popular
won exclusive with the least popular operating system okay interesting
operating system okay interesting
operating system okay interesting statement than a question then we can
statement than a question then we can
statement than a question then we can move on statement I think amazon said
move on statement I think amazon said
move on statement I think amazon said that they wanted to be an advertising
that they wanted to be an advertising
that they wanted to be an advertising player in other words get into the
player in other words get into the
player in other words get into the business of selling ads and myself and
business of selling ads and myself and
business of selling ads and myself and many people i think we misunderstood
many people i think we misunderstood
many people i think we misunderstood that thinking they’re going to become a
that thinking they’re going to become a
that thinking they’re going to become a main player online they generate
main player online they generate
main player online they generate billions of impressions already on
billions of impressions already on
billions of impressions already on amazon.com IMDb and any other property
amazon.com IMDb and any other property
amazon.com IMDb and any other property that they own but when you think that
that they own but when you think that
that they own but when you think that they launched the kindle fire tablet and
they launched the kindle fire tablet and
they launched the kindle fire tablet and that’s now giving them millions of
that’s now giving them millions of
that’s now giving them millions of hundreds of millions of impression each
hundreds of millions of impression each
hundreds of millions of impression each month in mobile on tablets so i think
month in mobile on tablets so i think
month in mobile on tablets so i think the reason why i don’t
the reason why i don’t
the reason why i don’t like the Amazon palm is that sorry the
like the Amazon palm is that sorry the
like the Amazon palm is that sorry the Amazon blackberry hookup is that the
Amazon blackberry hookup is that the
Amazon blackberry hookup is that the blackberry is a horrible browser for web
blackberry is a horrible browser for web
blackberry is a horrible browser for web browsing so in that sense there’s a
browsing so in that sense there’s a
browsing so in that sense there’s a disconnect there it would almost be like
disconnect there it would almost be like
disconnect there it would almost be like look look with the kindle fire we’re
look look with the kindle fire we’re
look look with the kindle fire we’re going ahead we’re sort of stepping into
going ahead we’re sort of stepping into
going ahead we’re sort of stepping into the 21st century and we’re going to
the 21st century and we’re going to
the 21st century and we’re going to compete with Apple but then in mobile
compete with Apple but then in mobile
compete with Apple but then in mobile we’re going to basically but back the
we’re going to basically but back the
we’re going to basically but back the blackberry which is great as a messaging
blackberry which is great as a messaging
blackberry which is great as a messaging platform and better a great phone better
platform and better a great phone better
platform and better a great phone better than let’s say the app of the iphone but
than let’s say the app of the iphone but
than let’s say the app of the iphone but it’s a crappy crappy web experience so
it’s a crappy crappy web experience so
it’s a crappy crappy web experience so that I think doesn’t make the blackberry
that I think doesn’t make the blackberry
that I think doesn’t make the blackberry I don’t think was ever designed to
I don’t think was ever designed to
I don’t think was ever designed to provide a primarily a web experience not
provide a primarily a web experience not
provide a primarily a web experience not was a communication and this was the
was a communication and this was the
was a communication and this was the problem with the two co-ceos they were
problem with the two co-ceos they were
problem with the two co-ceos they were like well these are useless tools nobody
like well these are useless tools nobody
like well these are useless tools nobody cares for this nobody possibly wants to
cares for this nobody possibly wants to
cares for this nobody possibly wants to surf the internet on a mobile which is
surf the internet on a mobile which is
surf the internet on a mobile which is obviously I mean go to any any place you
obviously I mean go to any any place you
obviously I mean go to any any place you are people are basically on their mobile
are people are basically on their mobile
are people are basically on their mobile one question then we can move on if you
one question then we can move on if you
one question then we can move on if you had to guess is blackberry Research In
had to guess is blackberry Research In
had to guess is blackberry Research In Motion more palm or Apple in other words
Motion more palm or Apple in other words
Motion more palm or Apple in other words is it basically just going to despair or
is it basically just going to despair or
is it basically just going to despair or is it going to come back I think it’s
is it going to come back I think it’s
is it going to come back I think it’s it’s definitely more palm hands down
it’s definitely more palm hands down
it’s definitely more palm hands down somber message right there all right
somber message right there all right
somber message right there all right we’re gonna take a short break come back
we’re gonna take a short break come back
we’re gonna take a short break come back with lightning round
”
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