Research In Motion Ltd. (RIMM)

All Comments on RIMM

  • commenter
    Jeremy
    Elliott
    May 01 04:12 PM
    AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein [view article]
    Tom B is right. I know we've been buzzing about 3G ever since we were standing in line on the the 2.5G release day. No matter how many Gs you get, there are three words that keep making Apple successful over its competitors regardless of form-factor: software, software, and software. What tipped the scales in iPod's favor aver all those look-alike 2.5" HD boxes that played mp3s? The software. Why are Mac sales accelerating faster than other PC sales? The software. The entire key to iPhone's future is in the developers acceptance of the SDK and the trampoline effect widespread acceptance of iPhone as the next--and first--truly handheld computing and gaming platform will have on revenues. I recall a table Q&A on stage 7 months ago between Gates and Jobs at some developer's conference. Each was asked to compliment one another, and it was there that the normally tight-lipped Jobs let it slip. He said that the biggest bright spot in Gates's career that he wished he would have picked up on earlier was Bill's ability to open up his platforms for partnerships with the right developers--harnessing and leveraging the talents of outsiders. Jobs isn't making the same mistake twice. iPhone is a Wii controller for a 3D game to a 13-yr old and a CRM portal to a 35 yr old sales exec. Even MS is developing with the SDK! Forget 2.5G vs. 3G vs. subsidized retail prices..... it's the software, stupid. Reply
  • commenter
    Tom B
    May 01 03:24 PM
    AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein [view article]
    "Apple has underestimated the impact of gray-market unlocked iphones, and they are hurting carriers' iphone sales all over the world."

    You don't understand the "inner game". The point of the iPhone is not to sell iPhones, however profitable they may be. The point is to get developers using the iPhone SDK. These guys automatically learn how to write software for the Macintosh, and, thus, become likely "switchers" and serve to diminish the Mac vs. Windows "developer gap". More Mac apps leads to more Mac USERS.     Reply
  • commenter
    samij
    May 01 01:24 PM
    AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein [view article]
    motorolas biggest was exactly what the analyst in the blog entry above suggests apple to do: drive down the price of one desirable "hit" or "killer" product the company manages to produce.

    the winning strategy in mass market gadgets is segmentation the product line, producing different customer groups with somewhat different product while maintaining the price point relatively stable within each product category.

    a very good example of such strategy is the ipod line of apple. another example in the cell phone business is the product line of nokia, which gets new product targeting some segment once a week, not once a year.

    in the long run, i expect apple to follow those examples with iphone, not that of motorola.     Reply
  • commenter
    billddrummer
    May 01 12:39 PM
    AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein [view article]
    To samj,

    The Razr was a successful product distributed by an unsuccessful company. Motorola's biggest problem seemed to be not investing enough in R & D to continue innovating after the Razr became a hit. Meanwhile, all the other handset manufacturers continued to enhance their products, and the Razr ended up losing market share after all.

    With AAPL finally introducing the G3 phone domestically (available in Europe for some time) a subsidy from T would make sense to broaden the phone's appeal. I'd get one, but not without a subsidy. Until then, I'll keep using my 2 year old Nokia 6102.     Reply
  • commenter
    samij
    May 01 12:19 PM
    AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein [view article]
    Maybe Sacconaghi should take a closer look at Motorola before using it as a model of how to run a cell phone company :) Reply
  • commenter
    Peter Lynch
    May 01 12:06 PM
    AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein [view article]
    >>>But he adds that the overall impact would be positive, since the iPhone is more profitable for Apple than the Touch given the fees the carrier pays back to Apple.<<<

    T is not dumb. I doubt that they will subsidize the iphone by $200 AND still give Apple the same amount of revenue share it current has. Most likely scenario is that the subsidy will come out of Apple's revenue share.

    If the $200 subsidy does take place, this just goes to show who flawed Apple's current iphone pricing/revenue strategy is. Apple has underestimated the impact of gray-market unlocked iphones, and they are hurting carriers' iphone sales all over the world.

    And the $200 subsidized iphone will not only hurt the itouch sales, it will also hurt all ipods sales. Apple is in a tough spot.....is Jobs willing to cannabalize its own ipod/itouch sales to grow iphone's revenue?     Reply
  • commenter
    fatcat
    May 01 11:51 AM
    AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein [view article]
    I've been wonering all along what the unlocking was doing to the revenue stream...now the're talking factory unlock!! Reply
  • commenter
    bajaman2008
    May 01 11:40 AM
    AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein [view article]
    This is just another example of how much upside exists in aapl. Reply
  • commenter
    Brewer
    Apr 30 01:13 AM
    Under The Radar News - Monday [view article]
    @HarMegiddo,

    Congratulations on depriving yourself of an iPhone. I hope someday you can afford one.

    There is no one even close to having an iPhone-like product. Sure, there are tons of imitations, but they are totally non-functional, for people like you who have no idea what it's about, and really don't even want to see for themselves. Most of us are not like that though.     Reply
  • commenter
    reagan
    Apr 28 11:59 PM
    Under The Radar News - Monday [view article]
    Dream on,HarMegiddo & it will NEVER be going for under $100. You obviously are not their target customer.$100k household? Whoop-di-do! Reply
  • commenter
    HarMegiddo
    Apr 28 11:47 PM
    Under The Radar News - Monday [view article]
    relax reagan. i live in a $100k household of 4 and we live quite comfortably without any apple products whatsoever. i might think about an iphone when it's under $100, if not, Nokia or some other company will have a clone of it soon. Reply
  • commenter
    DSX Lover
    Apr 28 03:21 PM
    Under The Radar News - Monday [view article]
    at 12 Billion Pounds, RBS is issuing stock at Book Value, unlike U.S. smaller regionals that issued stock way below their book values like WM and NCC. When this clears, it does not mean WM, NCC, and anyone selling below Book will be safe for management, they will actually easier takovers. If you look at NCC, they are issuing Stock and convertibles at $5, when you take into account all new shares, the overall shares will have a Book Value of $10, and stock is selling for less than 7. Any foreigner like HBC, BCS, or STD can offer $12-$15 and take it for themselves. Current shareholders would be loved that, after the horrible take under offered by current management, and an incompetent board of directors. Reply
  • commenter
    reagan
    Apr 28 02:34 PM
    Under The Radar News - Monday [view article]
    Daffy, RIMM is not going to take over AAPL. If anything,it will be the other way around. You obviously are one of the haters that can't stand the fact that AAPL is so successful & just getting started in their dominance . AAPL is no "one trick pony" like RIMM. You're diatribe against AAPL advocates is duly noted. We sure are "idiots" for enjoying such wonderful gadgets & computers. Reply
  • commenter
    daffy
    Apr 28 01:59 PM
    My Website
    Under The Radar News - Monday [view article]
    Reagan,

    There are many more where the following comes from:

    and you can quote me.

    I hope pray and prey that iTechnology becomes byeTechnology.

    Apple should be embarrassed, but I figure that they will be following their current "plan" to re-invent everything and sell it to the idiots of the world.     Reply
  • commenter
    reagan
    Apr 28 01:50 PM
    Under The Radar News - Monday [view article]
    Good luck,RIMM. They will NEVER kill the iPhone! Can you say paranoid? Reply
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