Seeking Alpha

Larry Dignan


From ZDNet:

Research in Motion’s BlackBerry sales had a rough June at AT&T (T) and Sprint (S) as those wireless carriers talked up the iPhone 3GS and Palm Pre, respectively.

Those findings come courtesy of Piper Jaffray’s Michael Walkley. In a research note, Walkley writes:

Our checks indicated BlackBerry sales declined in June at AT&T and Sprint due to increasing smartphone competition, as BlackBerry sales appeared to lose share to the Palm Pre at Sprint and the new 3GS iPhone and older $99 iPhone at AT&T. BlackBerry sales at T-Mobile remained solid, but Verizon sales were slightly weaker following the termination of the buy one, get one promotion.

In addition, Walkey says that the Pre is snagging sales from the Curve at Sprint. At AT&T the new iPhone 3GS and older 3G at $99 are squeezing BlackBerry unites. Verizon (VZ) is promoting LG handsets right now, but the launch of RIM’s Tour should fix that. “Sales of the Tour are key in our opinion, as our checks indicated RIM may need strong July and August sales to meet its guidance,” says Walkley.

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This article has 5 comments:

  •  
    www.informationweek.co...

    www.techcrunch.com/200.../

    Pre does not seem to be selling so well. I called over 100 stores 10+ days ago ... I got similar results to techcrunch's report (only 6 stores reported a short wait list and that was over 10 days ago). Called random to 10 stores across the US cities yesterday; all 10 stors had Pres for sale.

    No chance that the Pre is hurting RIMM's sales.

    The noise in the channel of bad software and hardware quality (dead pixels, phantom auto reboots, hardware quality such as gaps, loose screens, etc.) will hurt US sales. Europe will not be so kind in their reviews.
    Jul 08 11:39 AM | Link | Reply
  •  
    I bought my first cell phone from Motorola back around 1986 and I am proud of having owned just about every make of mobile phone on the planet. Frankly I had the most hardware and software problem with the blackberry 8700, 8300, Storm. I was able to uae the 8300 for a week only, this Curve spent the rest of the time being fixed by Rim. The Storm had more problem than I care to mention. blackberry gave me the least satisfaction, I had to exchange my company issued blackberry several times too. I call my blackberries the blackoutberries, and I am not the only one. I am so impressed by iPhone that I am now a proud owner of 2 iPhones, 4 iPods, 2 iMacs, and a whole slew of Apple accesories. Apple seems works with no hassles, easy as hell to use, even the wiFi works beautifully all the time without hazzles. I stupidly left my iPhone in my pants pocket which got washed in the laundery machine with Tide and hot water, tumbled in the dryer for an hour and half, I was sure the iPhone was toast, but after I left it to cool for a day, I recharged it and to my utter surprise, the poor iPhone booted and work again! Thanks to the crystal case I had bought and used in the iPhone. I am so impressed by Apple.

    The Pre is no iPhone, but upon fiddling with thr Pre for 4 weeks, I like the Pre a lot more than I thought. The Pre is an excellent email/messaging phone, it puts the blackberries to utter shame.

    I use my blackberries for paperweights. The 8700 makes a nice hockey puck.
    Jul 08 12:31 PM | Link | Reply
  •  
    I, on the other hand, had left my iPhone on a piece of bread. Unknowingly, I put some turkey and lettuce on it and ate it. The next day the device was deposited in the bowl in a pile of excrement. But I am happy to report that it still works like new. My old phone was a Blackberry 8300 which suffered the same calamity. However, I cannot attest to the quality of its make as I flushed it by mistake.
    Jul 08 03:45 PM | Link | Reply
  •  
    Ahhh, now I know where the hostility comes from! I have never had any type of issue with Blackberry hardware and I have owned just about every one of their models over time. From talking with others as well, most people seem to be very happy with the durability of their Blackberries. I guess your experience is what frames your opinion but it's still a stretch when your write all those blatantly stupid things about RIM. Why such hostility?

    On Jul 08 12:31 PM JamesApple wrote:

    > I bought my first cell phone from Motorola back around 1986 and I
    > am proud of having owned just about every make of mobile phone on
    > the planet. Frankly I had the most hardware and software problem
    > with the blackberry 8700, 8300, Storm. I was able to uae the 8300
    > for a week only, this Curve spent the rest of the time being fixed
    > by Rim. The Storm had more problem than I care to mention. blackberry
    > gave me the least satisfaction, I had to exchange my company issued
    > blackberry several times too. I call my blackberries the blackoutberries,
    > and I am not the only one. I am so impressed by iPhone that I am
    > now a proud owner of 2 iPhones, 4 iPods, 2 iMacs, and a whole slew
    > of Apple accesories. Apple seems works with no hassles, easy as hell
    > to use, even the wiFi works beautifully all the time without hazzles.
    > I stupidly left my iPhone in my pants pocket which got washed in
    > the laundery machine with Tide and hot water, tumbled in the dryer
    > for an hour and half, I was sure the iPhone was toast, but after
    > I left it to cool for a day, I recharged it and to my utter surprise,
    > the poor iPhone booted and work again! Thanks to the crystal case
    > I had bought and used in the iPhone. I am so impressed by Apple.
    >
    >
    > The Pre is no iPhone, but upon fiddling with thr Pre for 4 weeks,
    > I like the Pre a lot more than I thought. The Pre is an excellent
    > email/messaging phone, it puts the blackberries to utter shame.<br/>
    >
    > I use my blackberries for paperweights. The 8700 makes a nice hockey
    > puck.
    Jul 08 06:52 PM | Link | Reply
  •  
    Chocolate, vanilla, strawberry?....personal preference. More choices in phones will make them another commodity.
    Jul 15 05:49 AM | Link | Reply