RIM chasing Apple instead of worrying about their bread and butter
While some may say the article is biased based on the blog it was posted on, it does make some valid points. RIM is in trouble.
Let the fanboy flames begin. 8-) Why is RIM running away from BlackBerry to battle Apple? | TiPb |
Re: RIM chasing Apple instead of worrying about their bread and butter
By the same token I came across this today:
Excite News - Research in Motion profit jumps 45 percent |
Re: RIM chasing Apple instead of worrying about their bread and butter
Yep.. It's the end.
Will MSFT Be xxx039;Compelledxxx039; to Buy RIM? | Internet2Go - An Opus Research Advisory Service And yet Argon still comes by to spout his wisdom. How's that iPhone working out? Or is it an Android? Or some other flavor of the month. Wow. |
Re: RIM chasing Apple instead of worrying about their bread and butter
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Re: RIM chasing Apple instead of worrying about their bread and butter
Argon, your koolaid is getting sour.
Read this from yesterday: Quote:
Higher consumer buying of the devices? Still #1? More devices sold than ever? More than apple? Wall Street was pleased? |
Re: RIM chasing Apple instead of worrying about their bread and butter
And he called us Fanboys. I will admit that his Koolaid is better...
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Re: RIM chasing Apple instead of worrying about their bread and butter
Actually I found the Blog fairly balanced. They gave kudos to the keyboard, messaging capabilities, build quality and other metrics.
As to the earnings yesterday, you need to drill into the numbers. RIM is selling a lot more devices into emerging markets. US sales were down 16%. Those emerging markets mean lots more devices sold at much lower ASPs. How many devices were sold that were BES connected devices (with the associated BES license revenue stream from those attaches). I would bet a majority of those devices are BIS attach only. Torch sales were said to be good but how many were device refreshes vs net new BB customers? I'm hardly implying the death of RIM by any means but unless they can port QNX to their smartphones fairly quickly, they will become the Smartphone version of Nokia, lots of sales of cheap devices into 2nd and 3rd world countries (at tiny margins). but lackluster sales in the high end space where the large margins exist. |
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People screamed last year that RIM would never catch the consumer market. Bam. They did. And I know RIM is flailing in many areas, but doom is not yet upon them, by a long shot. |
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