Appreciate the tips & you were certainly spot on earlier on in the summer about NIO when their shares were trading around $9-12!
Interesting take on Blackberry & their shift of focus. Remember having one of those Blackberry PDAs with the physical keypad & being overjoyed especially when they were competing with Nokia in the emerging mobile phone/cellular market. The latter didn't move with the times & are now a distant memory.
As for Blackberry eating into the EV software market do you think or have BB already made enough power play moves to make their presence sustainable?
My immediate thought on this is Google & possibly Apple using their monopoly to barge into this area of car software & especially entertainment/smart ecosystems.
From the little DD I have done on Blackberry from the Tech side and some of it is difficult to understand as I'm not a very Tech savy person, it looks like they are leading the way in regards to the software side of things with cars,
from what I can gather their platform is the only one compatable with the vast majority of car manufacturers software at present, so a roll out to make cars smart wouldn't take much it would basically make your car a drivable smart phone from what I can gather and it would link with your smart phone, giving you instant maintenance data, making maintenance pro active instead of reactive, so getting things sorted before they break down and collecting data as you drive from the sensors available,
I can see car insurance being based on this data in the future for example via your driving habits
or if your kids are using the car you can monitor their driving and so on via your phone
If you sold the car and bought a new one all the data, settings etc would just transfer straight over via your phone
An example I read was if your car was stolen you could shut it down from your phone, you would be able to communicate with the thief via the car, the car would inform the police of the theft and the police would be able to track the car easily, the cameras installed within the car would take film or stills of the thief, so if he did dump the car the police would have a mug shot
It won't be available to the car manufacturers until 2023, but it doesn't mean they won't or can't sign up to it and it gives the car manufacturers time to get themselves upto speed, but it also doesn't mean Blackberry won't see any benifits from it short term
But that's why I think it's a long term hold
The tie in with Amazon Web Services is another big plus, data is the new gold and the car manufacturers would want to ensure this is water tight from a security viewpoint and when you put AWS and Blackberry together you have just that, this isn't just a Blackberry deal Amazon have worked closely with them to get it here, it's a partnership, which may even see Amazon buy Blackberry out but that is a different story
You see Blackberry have reinvented themselves and are involved and rated very highly when it comes to cyber security (this is what they have been doing for the past 10 years after apple took the mobile phone market) our own government and the USA use them as well as many other governments and institutions throughout the world and they are about to get NSA (National Security Agency) approval they have over 80,000 servers worldwide, so this is why Amazon chose Blackberry to partner with the security and this is why Apple and Google etc can't compete, the 2 mentioned should have been looking to tie in with Blackberry but it looks like Amazon were 1st up
Sorry for the long post but these are a few things I've garnered while looking into things
All the above is just my opinion obviously and you need to do your own due dilligance