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.
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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.
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In a summer of handset debuts that already includes the Palm Pre, Apple’s iPhone 3GS, and soon, Research in Motion’s BlackBerry Tour 9630, add one more: The myTouch 3G, T-Mobile’s second Google Android phone. The carrier officially introduced the device today and said customers can begin reserving it on July 8.
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Good apparently isn’t good enough for RIM investors. The BlackBerry maker reported earnings for its first fiscal quarter that rose 33 percent to $3.42 billion on strong sales. And while that was in line with the Street’s $3.41 billion consensus estimate, the company’s shares slipped nearly five percent in after-hours trading.
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So those reports about Research In Motion acquiring Dash Navigation? True. RIM said today that it had purchased the maker of maps for GPS devices for an undisclosed sum.
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Global mobile handset sales fell at a record pace in the first quarter of 2009. And they’re likely to do so once again in the second. With the exception of smart phones, which are apparently doing quite well despite the recession.
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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.
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2009 is going to be a banner year for Google’s Android mobile operating system. Strategy Analytics estimates shipments of handsets running the OS will grow 900 percent this year as more vendors adopt it. At that rate, it will far outpace the growth of Apple’s iPhone, whose shipments the company expects to increase 79 percent in 2009.
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Question for you: What was the best-selling consumer smartphone in the U.S. in the first quarter of 2009? What’s that? Apple’s iPhone? Wrong. According to market researcher NPD, it was Research in Motion’s BlackBerry Curve, which slipped past the iconic device in market share bolstered by Verizon’s Buy One, Get One promotion.
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“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.
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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.
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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.
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