Research In Motion (RIMM -5.8%) is cooling off today, thanks partly to Morgan Stanley's critical...
Research In Motion (RIMM -5.8%) is cooling off today, thanks partly to Morgan Stanley's critical note. Kantar Comtech estimates RIM's U.S. smartphone share fell to a mere 1.6% (down 690 bps Y/Y) in the 12 weeks ending Oct. 28, and its EU5 share fell to 5.3% (down 690 bps). The more that RIM's base in developed markets diminishes, the tougher it will be to rack up huge BlackBerry 10 sales, since RIM will have to "convert" more users from rival platforms rather than simply sell them on an upgrade.
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