Originally Posted by samab
The fact that Asus shipped 80,000 Transformer Prime and RIM shipped more than 6x that number --- tells you that RIM isn't doing that bad.
Well, not really. We don't know at what volume (or at what price) Asus needs to sell its device in order to at least break even, if not make a profit. We also don't know what level of R&D dollars or marketing went into the device. Same for RIM and the Playbook. I personally don't know at what volume (or at what price) RIM needs to sell the Playbook in order to break even or make a profit. The last figures that I recall, related to the Playbook, were from late in 2011, when RIM took a $485 million inventory write down on unsold Playbooks. RIM apparently ordered production of roughly 2.65 million Playbooks. And what have they shipped (not sold) so far? Something like 1 million to date?
I've seen estimates of roughly $300 per unit for the average Playbook's BOM. So the estimate of unshipped units times the estimated BOM seems to make mathematical sense... about a $500 million hole. And at the, now heavily discounted, prices (which is apparently below the BOM), they lose money on each sale. But better something than nothing, I suppose.
Although I refused a Blackberry when they were all the rage about 6 years ago, while working for a previous employer (I didn't feel the need to be part of the Crackberry Cult), I do find recent events to be rather sad. More and better competition is better for the consumer. It's also better (IMO) for the players, as it FORCES them to work hard and keep their eyes on the ball. But at this point, it certainly appears as if RIM is just another dying tech company that got lazy.
I don't see them turning this sinking ship around... does anyone else?