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DMCstrategies
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Derek M Cameron is an individual investor based in British Columbia on the west coast of Canada. Derek enjoys the mental challenge of investing and, although just starting out in the investing world, he would like to use investing as a tool to gain financial independence.
  • The Biggest Problem For BBRY, Too Much Competition 1 comment
    Feb 16, 2013 1:27 PM | about stocks: BBRY, AAPL, NOK, GOOG

    Let me start by saying this, I like what Blackberry has done with the Z10. I have been hands on with the device and it's not bad, it is a big step forward for the company. There is a problem for BBRY, the Z10, and its BB10 OS though, the game has significantly changed. The manic days of smartphone releases are over, there are just too many really, really good smartphones out there.

    BBRY bulls who think there is going to be a ground swell movement to the Z10 reminiscent of old iPhone days are deluding themselves. BBRY is not re-inventing the game, like Apple did, they are basically just trying to catch up.

    So what am I getting at? Well, sure BB10 and the Z10 may be the newest thing right now, but it's going to be short lived...let me show you:

    Samsung Galaxy S4

    Motorola X Phone

    Apple iPhone 5S

    Sony Experia Z

    Microsoft Surface Phone

    HTC One

    Nokia EOS (Lumia 1000)

    Huawei Ascend Mate

    LG Optimus G Pro

    All these phones will come out in 2013, they will all be very, very good devices, and they will all be competing for the same market share, with each other and with the BBRY Z10. So yes, the Z10 has hype right now, but can it last long enough to change BBRY's fortunes? Can the Z10 and BB10 be hot long enough to turn the company around? Right now nobody knows, but most have already made their bets. Time will tell.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Stocks: BBRY, AAPL, NOK, GOOG
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  • KIA Investment Research
    , contributor
    Comments (7989) | Send Message
     
    Agreed, Too Much Competition and not enough differentiation.

     

    Granted it's a whole new phone and OS, but in the end the consumer doesn't care about that, or that the OS is based on QNX... what the consumers care about is things like camera, apps, screen, price, etc.
    16 Feb 2013, 04:58 PM Reply Like
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