Detailed market commentary at The Market Ticker
(The Year 2012 In Review)
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|User Info||RIMM Acts Right Now Or It's Over; entered at 2012-05-02 09:39:09|
Interesting times. Nokia is headed down the road to certain death via the Microsoft-Nokia partnership (carriers view Skype as encroaching on their turf so will not support the Nokia phone). RIMM 'IS' the enterprise phone but that market is morphing/changing as users want more usefull functionality offered by smartphones (true mobile office).|
I actually hate the BB keyboard and the 'mouse'. The keyboard consumes too much of the physical device area that should be dedicated to information. The mouse is always being depressed at the wrong time (inadvertent emergency calls). On the other hand I can fly with a smartphone rotated 90deg and a full virtual QWERTY keyboard.
In the end the actual phone is the loss leader, a platform for product/content delivery. Google apps or Amazon sales. What product or content does RIMM have to offer? (product/content that is always changing/new) How are they going to grow revenue? They don't have a Amazon presence. Google (the Borg) has information/search. Revenue sources are content and partnerships.
Note - Samsung is now the largest smartphone manufacturer.
Last modified: 2012-05-02 09:42:54 by mpinco