$BB is no longer fooling anyone. The Cylance buy looks smart on paper but has yet to translate to strong enough revenue growth. Profit acceleration is stil absent. Markets lost their patience: the stock plunged after the last ER. $BB, BlackBerry Limited / H1 Better to hold Apple $AAPL for the iPhone apps and services play: $AAPL, Apple Inc. / H1 User comments on $BB stock:- No doubt Cylance was an excellent buy and is indeed a testament to Chen’s ability as an astute negotiator. Recall that he also purchased Good Technologies for $425M when it was valued at $1.1B.Related: Cloudstrike $CRWD, CrowdStrike Holdings, Inc. / H1 - Chen has been exceptionally quiet recently as I suspect it has to do with integrating Cylance into BB UEM and QNX as you point out. A key bear argument was that Blackberry’s SaaS offering was a hodgepodge. The Cylance acquisition muzzles that argument as it becomes the binding agent for an RTOS and Endpoint Management. - I will be watching the subpoena that was just issued to Crowdstrike with great interest. http://lawflog.com/?p=2177 For those that want to do a deeper dive, these two article may be of interest wattsupwiththat.com/... medium.com/...