Re:Fairfax strikes $4.7-billion deal to buy BlackBerry
by cs702 on Wednesday September 25, 2013 @10:41AM
(#6444840)
slykat: thank you.
The value of IP isn't the only question. We also seem to disagree on how quickly value is evaporating! Blackberry sales are bound to decline faster and faster, like a waterfall -- similar to what happened to Nokia's smartphones.
After the introduction of iOS and Android in 2007-2008, Nokia's quarterly smartphone unit sales barely budged... at first... but then dropped by two-thirds between Q1 2010 and Q1 2012![1]
Liquidating a company of Blackberry's size would take at least two years. Any estimate of liquidation value should take into account the possibility of quarterly unit sales dropping by two-thirds in the near future.
The value of IP isn't the only question. We also seem to disagree on how quickly value is evaporating! Blackberry sales are bound to decline faster and faster, like a waterfall -- similar to what happened to Nokia's smartphones.
After the introduction of iOS and Android in 2007-2008, Nokia's quarterly smartphone unit sales barely budged... at first... but then dropped by two-thirds between Q1 2010 and Q1 2012![1]
Liquidating a company of Blackberry's size would take at least two years. Any estimate of liquidation value should take into account the possibility of quarterly unit sales dropping by two-thirds in the near future.
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[1] http://www.dazeinfo.com/wp-content/uploads/2012/04/post-15.b...