BlackBerry Parts Suppliers Reporting “Significant Surge in Orders”

BlackBerry Z10 Parts BlackBerry Z10 Parts2

I am not usually one who likes to repeat analyst statements but this one was a bit different. Barrons is reporting that analyst Paul Peterson of BlueFin sent out a note that it “appears that management is confident that the BB10 launches will be an unqualified success.” They are basing this on a reports from parts suppliers for the BlackBerry Z10. According to these unnamed suppliers there has been a “significant surge in orders in the past 30 days.”

Peterson went on to say that:

“Our checks indicate that some suppliers are seeing 6-month order coverage that is several orders of magnitude larger than the previous 6 months, with some suppliers believing that they can get back to 2011 revenue levels if the present forecast levels hold up.”

I have been hearing about a huge uptick from carriers who are ordering more devices to fill the channel in preparation for launch. It should be interesting to see how this all plays out.

Thanks to everyone who sent this in! via Barrons via BGR

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  1. WHOA! Too bad my investment advisor doesn’t recommend too many eggs in BlackBerry’s basket :)

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