Comments on: "Head in the Sand"? That's a Euphemism, Right? http://digitaldaily.allthingsd.com/20080929/head-in-the-sand-thats-a-euphemism-right/ by John Paczkowski Wed, 25 Nov 2009 11:18:22 +0000 http://wordpress.org/?v=2.8.4 hourly 1 By: John Paczkowski http://digitaldaily.allthingsd.com/20080929/head-in-the-sand-thats-a-euphemism-right/comment-page-1/#comment-2791 John Paczkowski Mon, 29 Sep 2008 21:40:52 +0000 http://digitaldaily.allthingsd.com/?p=5851#comment-2791 Point taken, Bill. That said, RIMM has dominated a market in which there are few worthy rivals -- at least in enterprise. That's now changing, and quickly. Which isn't to say that there's not plenty of room in the market for everyone, just that RIMM's going to have to have to work a bit harder to retain its piece of it. Finally, Balsillie's hubris is just silly at this point. He shouldn't underestimate Apple's or Google's (Android) power to sway consumers. Oh, and here's that broader market piece you were looking for: http://digitaldaily.allthingsd.com/20080929/google-meet-your-new-52-week-low/ Stay well, J Point taken, Bill. That said, RIMM has dominated a market in which there are few worthy rivals — at least in enterprise. That’s now changing, and quickly. Which isn’t to say that there’s not plenty of room in the market for everyone, just that RIMM’s going to have to have to work a bit harder to retain its piece of it. Finally, Balsillie’s hubris is just silly at this point. He shouldn’t underestimate Apple’s or Google’s (Android) power to sway consumers.

Oh, and here’s that broader market piece you were looking for:
http://digitaldaily.allthingsd.....-week-low/

Stay well,

J

]]> By: Bill Carlin http://digitaldaily.allthingsd.com/20080929/head-in-the-sand-thats-a-euphemism-right/comment-page-1/#comment-2787 Bill Carlin Mon, 29 Sep 2008 20:52:20 +0000 http://digitaldaily.allthingsd.com/?p=5851#comment-2787 John - I know that your job is to "poke fun at the tech industry" and I know that the Needham analyst served up a colorful quote (gee, I wonder if he thought that might get his name in the blogs and newspapers), but is this really the best you can do on a day like this? I'm long on RIMM and I hate the volatility as much as anyone, but repeating this type of misinformed trash talking isn't helping anyone. I read the Needham report and I listened to the RIM conference call, and I think it's clear that the Needham analyst wasn't paying very close attention. Believe what you want about whether RIM's pricing strategy is designed to catalyze adoption and whether their elasticity theory is sound, but give me a break with the sky-is-falling competition routine. Since when is this a zero-sum game? Try talking with people who actually understand the wireless market. Too many people think in binary terms and buy into all the hype. Trust me, the analyst will get paid talking it up and down and up again and the little guy will get screwed trying to time the market, but us RIMM longs have done just fine even with the volatility. By the way, Apple's stock is down too, so I guess that must mean that Nokia or Moto or Palm is eating their lunch! Whoops, they're all down too. Oh well, I can't explain it, so I'll just find someone that says something colorful and run with that. Yeah, that's the ticket! John – I know that your job is to “poke fun at the tech industry” and I know that the Needham analyst served up a colorful quote (gee, I wonder if he thought that might get his name in the blogs and newspapers), but is this really the best you can do on a day like this? I’m long on RIMM and I hate the volatility as much as anyone, but repeating this type of misinformed trash talking isn’t helping anyone. I read the Needham report and I listened to the RIM conference call, and I think it’s clear that the Needham analyst wasn’t paying very close attention. Believe what you want about whether RIM’s pricing strategy is designed to catalyze adoption and whether their elasticity theory is sound, but give me a break with the sky-is-falling competition routine. Since when is this a zero-sum game? Try talking with people who actually understand the wireless market. Too many people think in binary terms and buy into all the hype. Trust me, the analyst will get paid talking it up and down and up again and the little guy will get screwed trying to time the market, but us RIMM longs have done just fine even with the volatility. By the way, Apple’s stock is down too, so I guess that must mean that Nokia or Moto or Palm is eating their lunch! Whoops, they’re all down too. Oh well, I can’t explain it, so I’ll just find someone that says something colorful and run with that. Yeah, that’s the ticket!

]]> By: Eric Welch http://digitaldaily.allthingsd.com/20080929/head-in-the-sand-thats-a-euphemism-right/comment-page-1/#comment-2775 Eric Welch Mon, 29 Sep 2008 16:05:08 +0000 http://digitaldaily.allthingsd.com/?p=5851#comment-2775 It would be good to see how stocks for competitors have been going. It's not like the stock market at this point is an indication of a company's prospects in the near term. Having said that, I'm dumping my Blackberry the minute I can for an iPhone. My contract runs out in November. And on the day after it runs out, I'm getting rid of this phone which has a ghastly web browser that locks me into "special" websites and not the full Internet, and which drives me to T-Mobile's websites and not the websites I need. As for the email? It's a pain to use. URLs wrap to make up the whole screen! Who could possibly think email should work like that? It would be good to see how stocks for competitors have been going. It’s not like the stock market at this point is an indication of a company’s prospects in the near term.

Having said that, I’m dumping my Blackberry the minute I can for an iPhone. My contract runs out in November. And on the day after it runs out, I’m getting rid of this phone which has a ghastly web browser that locks me into “special” websites and not the full Internet, and which drives me to T-Mobile’s websites and not the websites I need.

As for the email? It’s a pain to use. URLs wrap to make up the whole screen! Who could possibly think email should work like that?

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