The most surprising aspect of BBM’s success is probably its strong showing in Asia, where it is competing head to head against powerhouse messaging apps like LINE, WeChat and KakaoTalk. Brand new data from Distimo shows download shares of leading messaging apps across a broad spectrum of Asian countries. This data was gathered over the month of November, so it does not include the first week spike of BBM downloads that yielded 10 Million new users across Apple's AAPL +0.71% iOS and Google's GOOG -0.21% Android devices.
The full article shows 39% market share in Indonesia, 38% in India (!!) and 26% in both Malaysia and the Philippines.
Clearly the cross-platform initiative is working by any measurement you care to use, and Forbes seems to think that this will lead to 200 million users by the end of next year.
That's definitely not in the current stock price for the company's shares.
My, what a nice set of Android applications you have there. Looks like Go Launcher (it is.)
But what is that phone?
Oh wait... it's not an Android at all..... it just runs like one along with all the BB10 you want.
One device, two environments, both accessible and running at the same time.
I've said for a long time that Amazon's "business model" of tax avoidance (sales taxes, specifically) is outrageous and ridiculous -- and would eventually end.
The justices, without comment, yesterday rejected appeals by Amazon and another Internet retailer, Overstock.com Inc. (OSTK), which said New York is violating the Constitution by demanding tax collection from companies that don’t have facilities in the state. New York’s top court upheld the state law.
States lose an estimated $23 billion a year in uncollected sales taxes from web retailers. Although Amazon has agreed to collect taxes in some states as it sets up distribution centers around the country, it has resisted efforts by others to impose sales taxes unilaterally. New York’s measure is among a handful that have been dubbed “Amazon laws” because they affect only the largest online sellers.
States don't "lose" anything -- in return for sales tax collection you're supposed to provide services. If you provide no services, why should you receive any taxes? This isn't a kingship, you know.
The argument has turned on "Nexus", a fairly simple concept that has nonetheless turned into a mess. When I ran MCSNet we had to deal with this and did -- legally. We wanted to expand into Wisconsin; by setting up a virtual POP there, however, we effectively had presence. The simple act of paying for a colocation cage resulted in enough "connection" to be subject to the laws of Wisconsin, including registering as a foreign corporation and doing all the things we had to do to legally operate there -- including collecting tax on anything that was taxable we sold into the state.
What Amazon has done is skirted this by setting up "separate" LLCs to "own" their distribution centers. I gave some thought to this sort of thing when I ran MCSNet but was sternly advised by both legal and accounting that I'd probably not get away with it. Amazon has instead used the bludgeon of threatening to take jobs out of the local economy of various states rather than pony up. Well, that may work for a while, but.....
The other issue is one of commissions paid to "referring entities." This one looks even more black-and-white; if I hired a person who lived and worked in Milwaukee to market my goods and services in Milwaukee then I cannot imagine how that's not Nexus.
But that's what Amazon argues, basically -- because they're "online." So if you get paid to refer sales to Amazon (you're one of their sales force by any reasonable analysis) then the state you live in and operate from has a pretty-clean argument that Amazon has Nexus in that state!
What Amazon wants is to have its cake and eat it too -- it wants to have distribution centers in a given state where it receives services and it wants to pay people to hawk its wares in a given state, but at the same time it wants to claim it doesn't have Nexus.
As for "tax fairness" and new legislation that's a red herring. If I receive no service from a given jurisdiction then there's no reason for me to be bound by its laws, including tax laws.
But as soon as I start paying people in a given state to refer people to my products and services, or as soon as I open a distribution center in that state there is utterly no rational means by which I can then claim that I don't have Nexus -- and thus must comply with the laws of that state for all goods that pass to or from it, in whole -- including tax laws.
If I don't like that cost I don't have to open the distribution center or engage what amount to sales people in that jurisdiction. It's a choice, and comes with both costs and benefits -- as it should.
You'll have the ability to download APK's from any source and install them on BlackBerry 10 when we launch 10.2.1. We recommend you choose trusted sources given the well documented issues with malware on Android. BlackBerry World will not contain APK's however. BlackBerry World will remain the trusted curated source for applications vetted by us. Android applications found there will have to be signed and repackaged by the developer, and tested and vetted by us before they can be released via BlackBerry World.
For those who have said that the present "leak" is something that is just for testing and will not be present in the official release -- you're wrong.
There are some who are saying that this is a "middle finger" to native BB10 developers. Nope. You either outcompete for the market you wish to sell to or you do not. It's that simple at the end of the day. If you can't build two of three of better, faster and cheaper you deserve to lose in a free market.
Nobody owes you a monopoly platform folks and all such attempts to provide one are screwing consumers on purpose in the provision of same.
From the consumer's perspective BB10 just became the most-open mobile platform in the market because you now have the choice of two "ecosystems" -- Android's and BlackBerry's.
All other options in the market only have one.
Now Alec, go tell your boss to have S/MIME enabled in 10.2.1 for everyone and then start selling the hell out of your superior security model -- again, a singular advantage in the marketplace.
Once again Caterpillar (NYSE: CAT) reports crap sales at the dealer level:
9:12AM Caterpillar reports October dealer statistics (Past 3-month dealer statistics) (CAT) 83.65 : Caterpillar reports October dealer statistics (Past 3-month dealer statistics) Retail Sales of Machines by marketing region for the 3-month rolling period compared with the same months of the prior year:
Asia Pacific -26%
Latin America -8%
North America -2%
Power Systems Retail Statistics by business sector for the 3-month rolling period compared with the same months of the prior year:
Electrical Power -21%
Yeah, this is all ok, right?
Uh...... no. But don't bother telling the computers that are ramming the market.
Remember that companies are under an obligation to tell the truth. The government is free to lie and the HFT algos on the "stock exchanges" are free to publish bids and offers they have no intention of actually executing, despite the fact that under any reasonable reading of the law this is an unlawful practice.
Where We Are, Where We're Heading (2013) - The annual 2013 Ticker
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