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To: Sun Tzu who wrote (3123)	1/2/2022 1:03:11 PM
From: Sultan	3 Recommendations Recommended By Cogito Ergo Sum Lou Weed Sun Tzu Read Replies (2) \| Respond to of 10601

Pieces EV platform (s) are on their way.. BB has IVY, that is being rolled out with AWS, to be unveiled at CES.. Their QNX Hypervisor and RTOS has been selected by 24 out of 25 (minus Tesla) EV OEMs etc. For now, except for small group of shareholders, I don't think much of it is being given any credit by Analysts.. So we'll see where we go.. Some of the BB links.. blackberry.com blackberry.qnx.com blackberry.qnx.com Disclaimer.. I own a tangible position in BB so there is that..

To: Sun Tzu who wrote (3123)	1/2/2022 6:03:45 PM
From: research1234	Read Replies (1) \| Respond to of 10601

PC’s didn’t become ubiquitous in corporate America until IBM created a safe mass market machine with open architecture and Microsoft created safe, boring but productive software. If Tesla is the Apple of the EV space, who will be the IBM? Tesla stock is priced as if they are going to replace the entire care industry single handed. But where will they get the capital to build out the large scale manufacturing necessary to do that? I think a reasonable end game is that ultimately Tesla licenses their software and lets everyone else worry about manufacturing. If that’s the direction, then Tesla is likely overvalued by a two or three handle factor. But it will be a long time until the picture becomes clearer.