service
AskAsa
6/6/2012 9:34:25 AM
Last years international service interuption was the beginning of the end for BB
Re: Nokia/RIM
ProfR
6/6/2012 7:16:48 AM
TelecomFreq,
I think you are right. There may be no market space left for RIM.
@ProfR,
I don't think a case can be made at this point, with everything really being driven by app development not hardware development it seems RIM missed the boat and are now too far behind the curve to catch up.
Re: Nokia/RIM
ProfR
6/5/2012 1:34:21 PM
I think it also may be too late for RIM. But what if they concentrated on having the most/best business applications? Is there a space for a business smartphone?
No, in 10 minutes it's history. At 4 clock I'm a dinosaur!
Value Hiker
6/5/2012 1:18:27 PM
During the past five years, we saw the rollercoast ride of hightech companies in the mobile industry: Apple, Motorola, Nokia, HTC, Samsung, and of course RIMM. I slowly realize why Mr. Buffet dislikes the idea of investing in high tech industry.
Five years ago, Apple just started to learn how to build a cell phone (Remember the failed Moto ROCK?), Samsung was such a small player, that nobody paid attention to it. The mobile industry was ruled by old stalwarts like Nokia, Motorola, Sony-Ericsson, and new kids in the playground like RIMM, Palm, etc.
In 2007, Apple shook the whole industry with the iPhone, and two year later, Google cooperated with Motorola to release the first Android phone (Yeh, I knew HTC is the First kid in the Android playground, but it made little splash in the market).
Fast forward to current time, the mobile phone industry was dominated by two guys, Apple and Samsung (aided by Android). Other players are either dead (Palm) or dying (RIMM and Nokia) , or just surviviing (HTC, Motorola, etc)
If either Nokia or RIMM adopted Android in 2009, they had the potential of being at the position of today's Samsung in either consumer or enterprise market. But history does not take assumption. It is too late for both companies to do anything now
The moral of the whole story: it is hard to find a hightech company with a durable moat. Investors with long term goal shall be very careful to put money in high tech field unless you are Philip Fisher, or Claude Shannon.
So thats why my Blackberry is trembling
icebreaker1975
6/5/2012 12:21:23 PM
I really thought that RIM was going to make a comeback. After the fiasco last year (or was it earlier this year) with all of their service being down, and them awardiing customers with horrible "door prizes" in the form of useless apps("Bubble Bash 2" serioulsy RIM...seriously?!?), I though they would right the ship and make a roaring comeback with the BB 10. But alas, to no avail, my faith has been shattered, and it looks like I am going to have to switch over all of my devices to Android-based technology. I have a BB Torch (business) and an HTC Inspire 4G (personal) and the Android phone far outpaces my BB.
I remember when apps were something you ate before dinner.
Nokia's Windows Mobile phone turned heads (to some extent) at CES in January and this particular line of phones has not been on the market that long. I've written elsewhere about Nokia and Microsoft trying to coax app developers to populate this platform. I don't have any sales numbers in front of me but in short it's difficult to lure the public away from the iPhone vs. Android choice.
Talking with Bob Rosenberg, he tends to emphasize the software/apps as the backbone of what people are after. The hardware, while necessary to deliver the apps, can be somewhat secondary if the software doesn't excite people.
Nokia/RIM
driven
6/5/2012 11:30:37 AM
Do you think Nokia is in a better position because of the relationship with Microsoft, or are they both doomed?
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