Today in Waterloo, BlackBerry’s CEO presented a message that I feel was very consistent with everything they’ve been saying to date. While this may not have helped the stock much (it’s up marginally today), I think it’s at least positive to see the consistency.
Specifically, there are a lot of people who feel that BlackBerry should get out of hardware, or that BlackBerry should put itself up for sale. Everything that management has said over the last year suggests that neither of these two options are seriously on the table. Yes, they say they are open to all options. But as much as this is technically true, management can obviously only focus on what it feels are its best options, while paying lip service to the idea that it would not reject any reasonable option to improve shareholder value.
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