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The trouble looming for rim

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This topic contains 42 replies, has 6 voices, and was last updated by  Barry 5 years, 10 months ago.

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  • #174497

    Terrence T
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    Posts: 732

    While there may be some negative impact of a Verizon launch of the iphone on current Android models initially and for a short time period, the launches of the Droid Bionic, LG Revolution and the HTC Thunderbolt (all of which are among the first crop of 4G LTE phones) are due for sale only a few weeks after the first iPhones are delivered to Verizon’s customers and will contribute to Android’s growth as well as continue to assert its technology lead.

    But what of RIM?

    I think it is fair to say that the big gains that Android saw in 2010 have been at BlackBerry’s expense, particularly as it relates to consumer smartphone purchases. While enterprise smartphone sales make up RIM’s bread and butter, their “starburst” is still very much in consumer. And with the iPhone now at Verizon in addition to AT&T, that share of the consumer pie is going to get smaller and smaller.

    Why is BlackBerry losing market share?

    Because when you compare their BlackBerry OS 5 smartphones on Verizon and other carriers to what iPhone and Android currently offers, it comes up lackluster.

    And what of OS 6?

    Well, it doesn’t particularly resonate well with younger buyers.

    Verizon hasn’t even launched an equivalent product to AT&T’s BlackBerry Torch, which runs on the updated OS 6. Presumably, we’ll see some sort of OS 6 successor to the BlackBerry Storm 2 and the Bold, but who other than the most hardcore BlackBerry loyalists are going to want to stick with that platform on Verizon when their contract comes up and iPhones and LTE Android devices are in the offering? I’m guessing not many.

    The problem gets only worse from here. Assuming that OS 6 phones do launch on Verizon in Q1 or Q2, will they be LTE-based? Based on what I’ve been able to determine from various mobile news sites, it seems that the new BlackBerry models will be 3G, like the iPhone 4. Why? Apparently, the LTE BlackBerry phones are only very early in their development processes and the chipset costs are currently too high for RIM’s liking.

    And if a lack of an imminent LTE offering for Verizon didn’t have its share of issues, there’s also the fact that RIM has already stated that OS 6 is a stopgap. Eventually, they want to replace it with the QNX-based platform that powers the PlayBook. That’s basically admitting to their customers and developers upfront that they shouldn’t buy or develop for the current platform because the next one will be so much better.

    The problems with RIM don’t end with the the BlackBerry smartphone platform, their OS quagmire and how it competes with Droids and iPhones on Verizon. There’s also the whole mobile tablet strategy at the company that’s seemingly programmed for failure.

    On paper, and even in person, the PlayBook is a nice-looking piece of hardware. But it’s got a few problems. Firstly, it’s not anticipated to launch until the late spring because the platform isn’t fully baked yet and even the current SDK is lacking support for a great deal of stuff that developers are asking for. This product will also launch after we expect to see the iPad 2 and also Android 3.0 tablets launch.

    Given the announcement of today’s iPhone partnership, I think we can also expect that Verizon will be selling 3G-enabled or possibly LTE-enabled iPads along with LTE-ready Android 3.0 tablets such as the Motorola Xoom which have already been announced.

    Secondly, it doesn’t help that the PlayBook absolutely requires a BlackBerry to be wirelessly tethered to it in order to do native enterprise email.

    Given the fact that you don’t need to do this on an iPad or a Android device, both of which have native Exchange support and 3rd-party support for other mail platforms such as IBM Lotus Notes, a BlackBerry smartphone tethered to the PlayBook for required email support is practically a boat anchor.

    RIM would be smart to change course on the BlackBerry tethering requirement if they expect to stay in the game, in my honest opinion. But that’s the least of their problems, considering the iOS and Android Malachi Crunch they’re going to have to deal with this year at Verizon, AT&T and other carriers notwithstanding.

    Unlike Pinky Tuscadero, I’m not sure RIM will walk away unscathed in the smartphone and tablet demolition derby.

    -zdnet

    #183394

    Barry
    Participant
    Posts: 499

    Some of this uncertainty is RIM’s doing. Their CEO saying they have a 10 year plan isn’t going to convince people. That being said, RIM isn’t going to go out of business because they’re a bit slow getting into the SUPER phones. They have a global market, much of it not even cognizant of what LTE or 4G is.

    Also, their issue with the requirement of having a blackberry should really be cleared up by RIM. It was confirmed by a rep in one of those videos that native apps are coming,but RIM needs to announce it.

    Man this is crazy. You are dancing with the entire McPoyle Family. These people are freak shows, man...freaks. But you're keeping your cool. You're keeping your cool. You know why? Because you are the Green Man. Green Man is saving your life right now, bro. Just go with the flow.

    #183395

    Barry
    Participant
    Posts: 499

    and wait , they say the ipad2 and android 3 tablets will release before the playbook. has that been confirmed??

    Man this is crazy. You are dancing with the entire McPoyle Family. These people are freak shows, man...freaks. But you're keeping your cool. You're keeping your cool. You know why? Because you are the Green Man. Green Man is saving your life right now, bro. Just go with the flow.

    #183396

    Edwin
    Participant
    Posts: 42

    Listen I believe RIM will pull out of this no matter what.

    #183397

    Barry
    Participant
    Posts: 499

    They’ll survive as a company, there’ll always be a place for their corporate services.. but they’ll need to bring out some big time devices to stay in the consumer race with apple and google

    Man this is crazy. You are dancing with the entire McPoyle Family. These people are freak shows, man...freaks. But you're keeping your cool. You're keeping your cool. You know why? Because you are the Green Man. Green Man is saving your life right now, bro. Just go with the flow.

    #183398

    DanielH
    Participant
    Posts: 2,095

    barrist said:

    and wait , they say the ipad2 and android 3 tablets will release before the playbook. has that been confirmed??

    I’m not sure why an iPad2 being released before the Playbook would matter all that much, especially in the long run. I’m really nearing the point of not caring less how great an Apple product is simply because their business plan is nothing more than a product life cycle of one year. Actually, I’m there already.

    Really, if the Playbook comes out and is better than the iPad2, all that tells me is Apple got 2 attempts in while RIM took their time and got it right. Then again, I’m also losing faith in the consumer. Its a marketing game simple as that. The comical thing is that there are Apple loyalists who really can’t even afford Apple prices yet they keep buying (although I’d admit this probably applies to the entire tech industry as whole).

    #183399

    Terrence T
    Participant
    Posts: 732

    barrist said:

    and wait , they say the ipad2 and android 3 tablets will release before the playbook. has that been confirmed??

    No idea… But zdnet.. reliable? i suppose so

    #183400

    Terrence T
    Participant
    Posts: 732

    dshcpa1 said:

    I’m not sure why an iPad2 being released before the Playbook would matter all that much, especially in the long run. I’m really nearing the point of not caring less how great an Apple product is simply because their business plan is nothing more than a product life cycle of one year. Actually, I’m there already.

    Really, if the Playbook comes out and is better than the iPad2, all that tells me is Apple got 2 attempts in while RIM took their time and got it right. Then again, I’m also losing faith in the consumer. Its a marketing game simple as that. The comical thing is that there are Apple loyalists who really can’t even afford Apple prices yet they keep buying (although I’d admit this probably applies to the entire tech industry as whole).

    Playbook seems to be getting delayed and delayed

    #183401

    Barry
    Participant
    Posts: 499

    ALot of “we expect” and “we think” without a whole lot of actual fact to back it up.

    Man this is crazy. You are dancing with the entire McPoyle Family. These people are freak shows, man...freaks. But you're keeping your cool. You're keeping your cool. You know why? Because you are the Green Man. Green Man is saving your life right now, bro. Just go with the flow.

    #183402

    Terrence T
    Participant
    Posts: 732

    barrist said:

    ALot of “we expect” and “we think” without a whole lot of actual fact to back it up.

    Ah well….. hope we’re right

    #183403

    Barry
    Participant
    Posts: 499

    A more positive outlook for RIM in this article:

    http://www.informationweek.com/news/security/management/showArticle.jhtml?articleID=229000691&subSection=All+Stories

    Quote:
    The most obvious challenge is the rise of the iPhone and Android-based devices. The latter has become so similar to the iPhone that analysts like me can lump them all into a single category: cool smartphones. These handsets have buzz. They have great marketing and mindshare. They define contemporary, especially with respect to user interface and applications. But keep in mind that the BlackBerry once held that very same role.

    Don’t forget that “BlackBerry” was a verb before “Google.” BlackBerry was established, and remains for many, the corporate standard for handsets. But RIM’s key problem, has been their inability to stay cool. BlackBerry handsets look downright clunky — both the hardware and software — in comparison to today’s coolness leaders. Attempts to generate modern appeal — most notably the Storm and the Torch — have flopped. But BlackBerrys do indeed work, and the over-the-air encryption and other functionality of BlackBerry Enterprise Server (BES) continue to satisfy IT managers everywhere, at least for now.

    Pretty much mirrors my opinion in opposition of the doomsayers. There is a world beyond dual core HD phones.. but it’s a growing part of the market so RIM really does need to have something planned.

    Man this is crazy. You are dancing with the entire McPoyle Family. These people are freak shows, man...freaks. But you're keeping your cool. You're keeping your cool. You know why? Because you are the Green Man. Green Man is saving your life right now, bro. Just go with the flow.

    #183404

    Barry
    Participant
    Posts: 499

    Another article highlights RIM’s strength in the Corporate sector..

    http://www.theaustralian.com.au/business/bosses-choose-sun-surf-and-the-blackberry/story-e6frg8zx-1225988018849

    It’s not even an article about the phone itself, but Blackberries have become and should stay synonymous with the “corporate work phone” for a while i think.

    Man this is crazy. You are dancing with the entire McPoyle Family. These people are freak shows, man...freaks. But you're keeping your cool. You're keeping your cool. You know why? Because you are the Green Man. Green Man is saving your life right now, bro. Just go with the flow.

    #183405

    Edwin
    Participant
    Posts: 42

    There is no doubt the RIM has a strong hold on the corporate sector, its the regular consumer like myself and you guys. I have been a RIM/BlackBerry fan since early 2004 with the release of the 8700g. you have a alot i mean a lot of youngin’s who are stuck to what apple and google are doing. yeah RIM has made some changes but to be honest if you compare their older devices to there newer device all that has change it the placement of the side scroll lol, kidding. I love RIM and where they are going, i just don’t want to die and not see what they are going to do. lol

    #183406

    Barry
    Participant
    Posts: 499

    I think your concerns are absolutely valid.. the part I disagree with the doomsayers is that they say that RIM will fold and actually cease to be a company soon. It doesn’t make any sense because the entire market is not the just the consumer market looking for 4” touchscreens. Sure it’s a growing market, and RIM needs to catch up in that area, but their business is so global, that I find it hard to believe that they’ll close up shop because of this.

    Man this is crazy. You are dancing with the entire McPoyle Family. These people are freak shows, man...freaks. But you're keeping your cool. You're keeping your cool. You know why? Because you are the Green Man. Green Man is saving your life right now, bro. Just go with the flow.

    #183407

    Barry
    Participant
    Posts: 499

    I should add though that heads should have rolled in not recognizing how fast that market grew, and they should have bought QNX a year or two earlier.

    Man this is crazy. You are dancing with the entire McPoyle Family. These people are freak shows, man...freaks. But you're keeping your cool. You're keeping your cool. You know why? Because you are the Green Man. Green Man is saving your life right now, bro. Just go with the flow.

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