Originally Posted by solipsism
On top of that, RiM’s profit per device has significantly dropped since the emergence of the iPhone. To their credit RiM is a very well managed company and have increased profit YoY, despite having to lower the average retail price in order to compete in today’s smartphone market.
I’m surprised they’ve managed to tread water for so long, but we all know that this isn’t a sustainable model and without proper innovation they will crash.
I believe the services business is RIMs cash cow. If they recognized that they could develop interfaces for iOS, Android, whatever comes along, gradually ceding the handset business -- and still remain a major force.
I have mixed feelings about the Playbook’s OS short and longterm feasibility, wonder if they can adopt their QNX+AIR OS for a multi-touch smartphones, and wonder how long phones with physical keyboards can continue to be the bulk of their smartphone business. All those questions should be answered within the next year.
I like QNX -- AIR, not so much!
Except for the lack of Cell radio and 7" screen, the PlayBook has "Hecka-Hardware"
specs (to paraphrase my granddaughter).
Personally, I like the idea of RiM focusing now on a tablet after the Storm/Thunder failure. I had hoped MS would have done this with Windows Phones 7. My reasoning is that the smartphone market has changed a lot for this smartphone “dinosaurs” but the tablet market Apple reinvented is still nascent, which means both MS and RiM could come in with something pretty good, take a hefty chunk of the market, use that to refine their OS and build support for a smartphone.
Don't forget HP/Palm -- the great unknown in the tablet business! I agree in principle with what you say! Why beat a dead horse -- the tablet is the future (even when once revisited, like yourself). That's where the potential is.
me is that the MS, RIM management don't have the business acumen to take advantage of the situation. MS and RIM should be writing iPad apps
(and later Android) apps -- making $, learning the ropes, keeping their brands in "front and center" view of all those consumers currently buying the iPad.
How many would buy iPad Excel, Word, or BB Email if available,Steve Jobs is the penultimate Apple Fan
-- but he knows when to cede ground to gain strategic advantage -- iTunes on Windows,
BTW, I include AT&T among the short-sighted. Why in the world don't they have an app that streams from their AT&T U-Verse boxes to iDevices. SlingBox and Verizon will clean AT&T's clock -- real soon now!
After all, part of the iPad’s appeal for the average user was the built in acceptance of iPhone OS being well designed for the iPhone and iPod Touch, but neither RiM nor MS had nothing even their most rabid fans could directly compare when moving from BB OS or WM6 to a tablet. In other words, I think MS missed the boat here (even though I do like WP7 for what it is) and think RiM is actually on the right path (even though it remains to be seen if they used their great managing ability to add the requisite technical prowess that was so severely lacking).
What both RIM and MS fail to realize is the iOS interface blazed the trail for WebOS and Android -- RIM seems to be starting over with QNX/AIR, MS has about 80-90% of a Tablet OS in WP7. Both would be miles ahead if they had apps running on the iPad that they could "migrate and excel" to their own platforms -- when ready in mid 2011.
I am afraid, and a little sorry, that the MS and RIM "all or Nothing"
approach will leave them nothing
.C'mon, guys -- This is the "Oklahoma Territory", "49'ers" and "Alaska Gold Rush" rolled into one... Get in the game, for God's sake!