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BlackBerry: Ignore Hardware, It's Time To Focus On Software

Developing an edge in the markets takes a while, and while various strategies propose concrete ideas on what will likely drive business, I often find many fall short of the promised land, either because they're way too valuation focused or lack a concise idea on what will likely be an earnings catalyst going forward.

In the case of BlackBerry (NASDAQ:BBRY), I'm fairly confident that the growth catalyst will be software first, hardware second. None of the product offerings (Passport, Secutab, Bold) really excite me, nor did they generate the initial jump in sales that I was hoping for. Read more