I usually do not delve too far into analyst territory but its becoming very relevant recently with BlackBerry’s strategic options. Over the weekend Reuters put out a pretty compelling story that Cisco, SAP, Google, Samsung, LG, and Intel are taking a look at BlackBerry. Its odd that they are doing it only now that Fairfax has put in a bid but maybe they plan on offering Fairfax a deal to offload a certain division after the sale. Here is a quick rundown of what these potential buyers may be after:
- Google – They do not really need a new platform since they have Android and they already use Motorola for manufacturing. They are probably after the patents they tried buying from Nortel.
- Samsung – They could possibly be interested in using BlackBerry 10 to slowly replace Android since they are currently heavily reliant on Google through Android and with Motorola they are direct competitors. On the other hand they could just license the OS…
- Intel – Possibly looking for a play into the mobile space after a string of failures
Personally I find Cisco and (to some part) SAP very interesting suitors for BlackBerry. They are both enterprise companies that do not have a leg in the mobile space. They would easily meld with BlackBerry’s corporate first mindset and they could use BlackBerry to enter into the MDM and secure mobile device space. In my opinion the one that would gain the most from an acquisition or strategic partnership would be Cisco especially since there is a huge overlap in the customer base between the two.
What do you think?