06:36
Unknown
During its own bankruptcy.
You have been closely following what john chen is doing.
He did a great job with turnaround on another company.
You see those same elements at blackberry?
I really do, betty.
One thing i love about john chen is that he has that rare talent of really looking below the hood to look at all the assets.
Previous management at blackberry look at the company as a device company.
The reality is that they have a great global network of servers, they have the best mobile security in the business, they have blackberry messenger.
John chen is looking at all those assets and the potential to monetize any or all of them.
What do you think of him, greg?
John chen?
John chen is a star.
He is exceptionally good at what he does.
The one thing he is doing that i really love is he is bear hugging his enterprise group.
For me, if you go back to what i talked about early come in a turn around you have got to tighten your focus to your core -- what you are good at.
What you are really good at.
Blackberry should've done that 3 years ago.
They didn't. they tried to go towards consumers -- if you take it 2 years to deliver a product that is going to be forth to samsung and apple and everybody else, you are wasting your time.
The enterprise side of this business is very strong.
That all makes sense to me.
I'm not so sure on the device side and i'm really not sure what value they can get out of the messaging, because you can't except lick from whatsapp and facebook -- you really can't. why?
Facebook's acquisition of whatsapp was purely defensive and it could be dilutive to their talk at what they are buying is rapid growth.
-- dilutive to their stock.
But they are buying is rapid growth.
It was purely defensive from their own of view.
You can't look at whatsapp and said that per user, blackberry c an get $3.6 billion.
You guys to have -- do have valuation of blackberry messenger.
I agree with greg, it is a different user base.
If you look at blackberry and blackberry messenger, it is mostly professionals that are using it, they are using it for collaboration, they're using it to leverage the productivity.
Whatsapp appeals more to sort of the average consumer.
Ok, but do you expect, john, that eventually he is going to spin it off?
You know, he indicated in a bloomberg interview yesterday that is certainly a possibility.
His plans are to scale up that business but they have 85 million subscribers.
He needs to get that larger.
I think he is going to do that
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