The BlackBerry’s days as smart phone of choice among consumers in the U.S. appear to be winding down. While Research in Motion’s popular device is still the leader in the smart-phone space, with 40 percent market share, its dominance is threatened by Apple’s iPhone, according to ChangeWave Research.
There’s a new BlackBerry Bold headed to market. This morning, Research in Motion uncrated the BlackBerry Bold 9700, a more refined verison of its popular enterprise device, the BlackBerry Bold 9000.
Wise is the investor holding shares in Apple, Research in Motion and/or Palm, because these companies are the triumvirate of tech’s new world order. This according to RBC analyst Mike Abramsky, who in a research note today says all three are positioned for leadership in the “huge, nascent and underpenetrated” smartphone market.
Nortel Networks has rejected Research In Motion’s bid for the wireless infrastructure assets Nortel is unloading as part of bankruptcy proceedings. RIM said Monday night that it intended to offer $1.1 billion for Nortel’s CDMA and LTE businesses, but was told it could do so only if it agreed not to bid on other Nortel assets, something it had intended to do.
Sued by Visto in 2006 for allegedly infringing its patents, Research in Motion denied having done so. It countersued, claiming the disputed patents, which relate to accessing and synchronization of information over a network, should not have been granted because they contain new inventions. RIM petitioned to have them invalidated. But in the end, the BlackBerry maker ended up licensing them anyway.
A noteworthy metric in the latest mobile browser share report from StatCounter: RIM’s BlackBerry has been making some meaningful gains in the world-wide mobile browser market. According to the research house, which tracks page views by browser on mobile devices and the desktop, RIM has boosted its share of the market quite a bit since the beginning of this year.
With the Palm Pre and iPhone 3GS in stores and the myTouch 3G, T-Mobile’s second Google Android phone, headed to market, is Research in Motion’s product lineup beginning to look a bit dated? Which leads to another question: Has RIM’s success made it too complacent? GC Research analyst Tero Kuittinen believes it has.
Apple and Research in Motion may disagree on many things, but they’re of the same mind when it comes to the the netbook phenomenon: It will be short-lived. Asked about Apple’s interest in the category during a late-April earnings call, COO Tim Cook said the company has none. Turns out, Research in Motion co-CEO Jim Balsillie feels pretty much the same way.
“Sentiment on the stock has never been worse in our opinion….We are somewhat concerned that earnings, subscribers and unit guidance are all likely to be guided down–sequentially.” Broadpoint AmTech analyst Rob Sanderson said that of Research in Motion in a March 18 note to clients. Boy, was he ever wrong. After market close Thursday afternoon, RIM reported fourth-quarter earnings and revenue that easily bested analyst expectations.
Amid the firehose of announcements at this morning’s Apple event, one in particular stood out. The first real combined sales number for the iPhone and iPod touch. Apple has sold 30 million of them. Of those, 17 million were iPhones. The remaining 13 million were iPod touches.
Research in Motion’s effort to emulate Apple’s phenomenally successful App Store has a new name: BlackBerry App World. Not much of an improvement over “BlackBerry Application Center,” but an improvement nonetheless.
Contrary to popular opinion, Research In Motion’s BlackBerry Storm is not a smartphone. It’s a Netbook. So says Mike Lazaridis, the company’s founder and co-CEO, who apparently hasn’t seen an Eee PC lately. Asked by CNet Asia if he viewed Netbooks as a competitor to RIM’s BlackBerry devices, Lazaris, referring to the Storm, said, “These are Netbooks. They are just smaller.”
Apple’s iPhone hasn’t supplanted Research In Motion’s BlackBerry as the gold standard of mobile business tools, but give it another year or so and it just might. According to new research from ChangeWave, the iPhone has steadily increased its market share, growing from just 11 percent in June to 23 percent. Meanwhile, the BlackBerry lost a point of market share, falling to 41 percent in the same period.
Research In Motion’s downside guidance for the third quarter is playing hell with the company’s share price today. After market close Tuesday, RIM said revenues for the three months ended November will fall short of its earlier forecast. The company blamed the news on product-launch timing, general economic conditions and foreign-exchange volatility, but could there be something else at work here a well? Like an uncompelling product line?
When he was asked in 2006 about rumors that Apple was developing a smartphone, Palm CEO Ed Colligan scoffed at the idea. “We’ve learned and struggled for a few years here figuring out how to make a decent phone,” he said. “PC guys are not going to just figure this out. They’re not going to just walk in.” Two years later, Palm is announcing layoffs and Apple is the world’s third-largest mobile phone supplier in terms of revenue….
John Paczkowski has been poking fun at the tech industry and the personalities that drive it since 1997. From 1999 to 2007, he wrote the award-winning tech news Web log Good Morning Silicon Valley for the San Jose Mercury News, Silicon Valley's daily newspaper. Read more »
Here is a statement of my ethics and coverage policies. It is more than most of you want to know, but, in the age of suspicion of the media, I am laying it all out.
12:58 AM: Breakfast: Two schools of fish from Tokyo Bay. Calories: 782,000. How I was feeling when I ate this: confused, irradiated, hating my size.
11:37 AM: Exercise: “Taxi Stomp” (alternating legs, for 30 blocks). Calories burned: 148,900,183.
1983. The Beatles announce their first tour in thirteen years, but likewise announce that Michael Jackson will be going on tour with them as a one gigantic mega-concert event.
Best video mashup ever.
A Facebook Memorial
Wow.
Worth it for the Rickrolling photo alone.
Excellent.
Flughumor!
… you vacuous, toffee-nosed, malodorous perverts
Stephen Fry and zoologist Mark Carwardine meet the kakapo — a fat, flightless and very randy rare parrot.
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