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<title>Minyanville - Randy Eckel RSS</title>
<description>
The Trusted Choice for the Wall Street Voice
</description>
<link>
		http://www.minyanville.com</link>
<copyright>
		2013Minyanville Publishing and Multimedia, LLC. All Rights Reserved
</copyright>
		<item>
<title><![CDATA[Just How Profitable Are BB10 Phone Sales for BlackBerry?]]></title>
<link>
			http://www.minyanville.com/sectors/technology/articles/Just-How-Profitable-Are-BB10-Phone/2/11/2013/id/48031</link>
<pubDate>
			Mon, 11 Feb 2013 11:35:00EST
</pubDate>
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			http://www.minyanville.com/sectors/technology/articles/Just-How-Profitable-Are-BB10-Phone/2/11/2013/id/48031</guid>
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<![CDATA[In life, there is almost always a yin to a yang, a good to a bad, a silver lining to every dark cloud, and a Yankee to a Met. The situation that BlackBerry (NASDAQ:BBRY) currently finds itself in is a prime example. 

By way of background, my firm has been bullish on BlackBerry for more than a year.  This was largely due to our belief that, in time, the new BB10 OS combined with BlackBerry's secure network would create real value beyond the smartphone market&hellip;moving into the smart device opportunity (QNX is a great OS for use in mission-critical applications ]]>
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	<![CDATA[In life, there is almost always a yin to a yang, a good to a bad, a silver lining to every dark cloud, and a Yankee to a Met. The situation that BlackBerry (NASDAQ:BBRY) currently finds itself in is a prime example. 

By way of background, my firm has been bullish on BlackBerry for more than a year.  This was largely due to our belief that, in time, the new BB10 OS combined with BlackBerry's secure network would create real value beyond the smartphone market&hellip;moving into the smart device opportunity (QNX is a great OS for use in mission-critical applications ]]>
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<title><![CDATA[Is RIM Being Sly Like a Fox in Positioning Its New BB10 OS?]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/blackberry-Android-Secure-Messaging-RIM-management/12/22/2011/id/38533</link>
<pubDate>
			Thu, 22 Dec 2011 14:40:00EST
</pubDate>
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			http://www.minyanville.com/businessmarkets/articles/blackberry-Android-Secure-Messaging-RIM-management/12/22/2011/id/38533</guid>
<description>
<![CDATA[BGR is reporting that the reason for the delay in BB10 phones is not the chipset, but rather that the new platform is not ready.

Still others have reported on the big problem Research In Motion (RIMM) is having porting its secure messaging platform to the new BB10 OS (the whole BB network was designed for one PIN per user, and the prospect of having two devices for one user creates coordination and scalability challenges, and perhaps breaks the whole model).

This problem makes sense from an identity management perspective, although one would think that RIM could set up a ]]>
</description>
<content:encoded>
	<![CDATA[BGR is reporting that the reason for the delay in BB10 phones is not the chipset, but rather that the new platform is not ready.

Still others have reported on the big problem Research In Motion (RIMM) is having porting its secure messaging platform to the new BB10 OS (the whole BB network was designed for one PIN per user, and the prospect of having two devices for one user creates coordination and scalability challenges, and perhaps breaks the whole model).

This problem makes sense from an identity management perspective, although one would think that RIM could set up a ]]>
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			<item>
<title><![CDATA[The Strategy RIM Must Employ to Survive]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/company-management-Android-management-platform-push/12/5/2011/id/38216</link>
<pubDate>
			Mon, 5 Dec 2011 13:40:00EST
</pubDate>
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			http://www.minyanville.com/businessmarkets/articles/company-management-Android-management-platform-push/12/5/2011/id/38216</guid>
<description>
<![CDATA[There is an old saying: "The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails."
 
It's time for Research in Motion (RIMM) to adjust its sails.
 
RIM preannounced an in-line (with consensus) quarter last Friday, but lowered its outlook for FYQ4 -- again. The stock is under further pressure, and the few supporters the company had left appear to have thrown in the towel. 
 
At my firm, we are not experts on the consumer handset market, but we are very experienced in the enterprise software sector and have been spending time on the ]]>
</description>
<content:encoded>
	<![CDATA[There is an old saying: "The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails."
 
It's time for Research in Motion (RIMM) to adjust its sails.
 
RIM preannounced an in-line (with consensus) quarter last Friday, but lowered its outlook for FYQ4 -- again. The stock is under further pressure, and the few supporters the company had left appear to have thrown in the towel. 
 
At my firm, we are not experts on the consumer handset market, but we are very experienced in the enterprise software sector and have been spending time on the ]]>
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<title><![CDATA[How a CEO's Mindset Could Guide the Fed]]></title>
<link>
			http://www.minyanville.com/investing/articles/federal-reserve-ben-bernanke-company-ceo/8/22/2011/id/36477</link>
<pubDate>
			Mon, 22 Aug 2011 10:30:00EST
</pubDate>
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			http://www.minyanville.com/investing/articles/federal-reserve-ben-bernanke-company-ceo/8/22/2011/id/36477</guid>
<description>
<![CDATA[I have recently been contemplating the divide between how investment managers and corporate CEOs think, and how to convert this understanding into economic and investment gains. My firm believes that many investors (and all politicians) don't really understand how a CEO thinks. This is a critical gap, as what executives' actions matter -- they control the majority of US commerce. In this process, we use "CEO" collectively to mean chief executives of public and private companies, managing directors of non-profits, and any other leader that manages an organization that contributes to our GDP. It is an oversimplification, but these peoples' ]]>
</description>
<content:encoded>
	<![CDATA[I have recently been contemplating the divide between how investment managers and corporate CEOs think, and how to convert this understanding into economic and investment gains. My firm believes that many investors (and all politicians) don't really understand how a CEO thinks. This is a critical gap, as what executives' actions matter -- they control the majority of US commerce. In this process, we use "CEO" collectively to mean chief executives of public and private companies, managing directors of non-profits, and any other leader that manages an organization that contributes to our GDP. It is an oversimplification, but these peoples' ]]>
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<title><![CDATA[Microsoft's Ballmer Knows Software, but Not Consumers]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/ballmer-steve-ballmer-microsoft-ceo-david/5/26/2011/id/34791</link>
<pubDate>
			Thu, 26 May 2011 12:00:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/ballmer-steve-ballmer-microsoft-ceo-david/5/26/2011/id/34791</guid>
<description>
<![CDATA[Microsoft's (MSFT) CEO Steve Ballmer has had his share of criticism of late, with another rush coming today as a result of David Einhorn's negative comments. My thoughts are a lot less critical of Mr. Ballmer, at least as a "software guy." In fact I think he is a great software guy, and in my view the best Enterprise Software CEO on the planet. Under his leadership, MSFT has built the most successful enterprise software business in history. What he seems not to be good at is the consumer side of his business &ndash; that would encompass MSFT's Web properties ]]>
</description>
<content:encoded>
	<![CDATA[Microsoft's (MSFT) CEO Steve Ballmer has had his share of criticism of late, with another rush coming today as a result of David Einhorn's negative comments. My thoughts are a lot less critical of Mr. Ballmer, at least as a "software guy." In fact I think he is a great software guy, and in my view the best Enterprise Software CEO on the planet. Under his leadership, MSFT has built the most successful enterprise software business in history. What he seems not to be good at is the consumer side of his business &ndash; that would encompass MSFT's Web properties ]]>
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<title><![CDATA[McAfee-Intel Deal a Game Changer for Endpoint Security Market]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/endpoint-security-intel-deal-mcafee-m2526a/8/20/2010/id/29725</link>
<pubDate>
			Fri, 20 Aug 2010 15:25:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/endpoint-security-intel-deal-mcafee-m2526a/8/20/2010/id/29725</guid>
<description>
<![CDATA[Intel (INTC) made a surprise purchase of McAfee (MFE) yesterday. Although, like many, my firm and I believed McAfee would eventually be purchased and knew Intel has been a loud proponent/advocate of moving security "to the chip," we wouldn't have put Intel at the top of the "McAfee suitor" list. Though with this purchase, Intel has changed the face of endpoint security.Our initial reaction is that this is a Hail Mary designed to get Intel back in the mobile/tablet/super-smartphone market (a market my firm, Marker Advisors, calls Massively Mobile Computing, abbreviated as MMC). Today, ARM (ARMH) (and its licensees) owns ]]>
</description>
<content:encoded>
	<![CDATA[Intel (INTC) made a surprise purchase of McAfee (MFE) yesterday. Although, like many, my firm and I believed McAfee would eventually be purchased and knew Intel has been a loud proponent/advocate of moving security "to the chip," we wouldn't have put Intel at the top of the "McAfee suitor" list. Though with this purchase, Intel has changed the face of endpoint security.Our initial reaction is that this is a Hail Mary designed to get Intel back in the mobile/tablet/super-smartphone market (a market my firm, Marker Advisors, calls Massively Mobile Computing, abbreviated as MMC). Today, ARM (ARMH) (and its licensees) owns ]]>
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			<item>
<title><![CDATA[Intel Must Face Potential Increase in RISC]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/intel-atom-netbooks-smartbooks-mobile-internet/4/14/2010/id/27789</link>
<pubDate>
			Wed, 14 Apr 2010 13:50:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/intel-atom-netbooks-smartbooks-mobile-internet/4/14/2010/id/27789</guid>
<description>
<![CDATA[Intel (INTC) produced another eye-popping quarterly result Tuesday, as PC demand rebounded and its huge investments in manufacturing paid off with higher margins. The Intel bulls are numerous -- 37 Buys to 2 Sells (12 Holds). However, one thing caught my attention: Atom "down a bit more than what we normally see as seasonal." Atom is Intel's entry into the high-mobility, long-battery-life segment of the computing business (netbooks, smartbooks, mobile Internet devices).Perhaps this was just an aberration, but I think it's a sign of a very serious threat that Intel must face: The resurrection of RISC (Reduced Instruction Set Computer) ]]>
</description>
<content:encoded>
	<![CDATA[Intel (INTC) produced another eye-popping quarterly result Tuesday, as PC demand rebounded and its huge investments in manufacturing paid off with higher margins. The Intel bulls are numerous -- 37 Buys to 2 Sells (12 Holds). However, one thing caught my attention: Atom "down a bit more than what we normally see as seasonal." Atom is Intel's entry into the high-mobility, long-battery-life segment of the computing business (netbooks, smartbooks, mobile Internet devices).Perhaps this was just an aberration, but I think it's a sign of a very serious threat that Intel must face: The resurrection of RISC (Reduced Instruction Set Computer) ]]>
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			<item>
<title><![CDATA[If Apple's iPad Wins, Who Loses?]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/apple-adobe-ipad-apple-ipad-microsoft/4/5/2010/id/27620</link>
<pubDate>
			Mon, 5 Apr 2010 14:15:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/apple-adobe-ipad-apple-ipad-microsoft/4/5/2010/id/27620</guid>
<description>
<![CDATA[I woke up to the headlines: 1. Lines Form Outside Computer Store -- Excited Apple Customers Clamor for New Computer.2. Apple and Adobe in Dispute Over Display Technology -- Users Caught In Crossfire.3. Revolutionary New Product Causes Analyst to Materially Raise Estimates for Apple. But gas up your DeLorean -- those were headlines from the late 1980s. The store was ComputerLand. The computer was the Apple (AAPL) Mac. And the dispute with Adobe (ADBE) was Postscript versus TrueType. George Santayana ("Those who cannot remember the past are condemned to repeat it") is rolling over in his grave. Yes, given the ]]>
</description>
<content:encoded>
	<![CDATA[I woke up to the headlines: 1. Lines Form Outside Computer Store -- Excited Apple Customers Clamor for New Computer.2. Apple and Adobe in Dispute Over Display Technology -- Users Caught In Crossfire.3. Revolutionary New Product Causes Analyst to Materially Raise Estimates for Apple. But gas up your DeLorean -- those were headlines from the late 1980s. The store was ComputerLand. The computer was the Apple (AAPL) Mac. And the dispute with Adobe (ADBE) was Postscript versus TrueType. George Santayana ("Those who cannot remember the past are condemned to repeat it") is rolling over in his grave. Yes, given the ]]>
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<title><![CDATA[Microsoft and Others Vying for Desktop Virtualization]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/desktop-virtualization-application-streaming-tech-vendors/3/23/2010/id/27417</link>
<pubDate>
			Tue, 23 Mar 2010 11:30:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/desktop-virtualization-application-streaming-tech-vendors/3/23/2010/id/27417</guid>
<description>
<![CDATA[In Why the Hottest New Tech Solution Will Go Cold, I covered a brief overview of virtual desktop infrastructure (VDI) -- and in so doing, hoped to draw attention to the associated hype compared to market reality. In summary, I believe that while VDI will eventually become a big market, today the technology is materially over-appreciated and overvalued.Simply put: The VDI hype far exceeds current market reality, and has for at least the past 12 months.I will now outline the broader desktop virtualization (for short, DV) market, itself a superset of VDI, and provide an overview of each primary vendor's ]]>
</description>
<content:encoded>
	<![CDATA[In Why the Hottest New Tech Solution Will Go Cold, I covered a brief overview of virtual desktop infrastructure (VDI) -- and in so doing, hoped to draw attention to the associated hype compared to market reality. In summary, I believe that while VDI will eventually become a big market, today the technology is materially over-appreciated and overvalued.Simply put: The VDI hype far exceeds current market reality, and has for at least the past 12 months.I will now outline the broader desktop virtualization (for short, DV) market, itself a superset of VDI, and provide an overview of each primary vendor's ]]>
</content:encoded>
			</item>
			<item>
<title><![CDATA[Why the Hottest New Tech Solution Will Go Cold]]></title>
<link>
			http://www.minyanville.com/businessmarkets/articles/vdi-market-virtual-desktop-infrastructure-virtualization/3/16/2010/id/27306</link>
<pubDate>
			Tue, 16 Mar 2010 12:20:00EST
</pubDate>
<guid isPermaLink="true">
			http://www.minyanville.com/businessmarkets/articles/vdi-market-virtual-desktop-infrastructure-virtualization/3/16/2010/id/27306</guid>
<description>
<![CDATA[Editor's Note: This article is written by Randall Eckel, managing partner/analyst at Marker Advisors, covering the enterprise software sector. Eckel has more than 20 years of experience in the software sector, including founding, growing, and managing a variety of software and service organizations. Virtual desktop infrastructure (VDI) is one of the hottest new technology solutions in the market today, enabled by the revolution that is server virtualization. Many vendors (and investors) are hyping VDI as the answer to the thorny problem of managing and securing desktop/laptop computers. And with Windows 7 (MSFT) as a catalyst, it's supposed to grow into ]]>
</description>
<content:encoded>
	<![CDATA[Editor's Note: This article is written by Randall Eckel, managing partner/analyst at Marker Advisors, covering the enterprise software sector. Eckel has more than 20 years of experience in the software sector, including founding, growing, and managing a variety of software and service organizations. Virtual desktop infrastructure (VDI) is one of the hottest new technology solutions in the market today, enabled by the revolution that is server virtualization. Many vendors (and investors) are hyping VDI as the answer to the thorny problem of managing and securing desktop/laptop computers. And with Windows 7 (MSFT) as a catalyst, it's supposed to grow into ]]>
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