RIMM Forum Topics
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- Despite Uncertain Market, Analysts Still Bullish on Research In Motion [view article]
- eBay is a Not Com - Cramer's Lightning Round (7/23/08) [view article]
- Apple: Dow Jones Mulls the iPhone [view article]
- 20 Guidelines for the Individual Investor [view article]
- Research In Motion's Pullback is an Opportunity [view article]
- Canaccord Raises Research in Motion's Estimates [view article]
- NextWave Wireless: Benefiting From Blackberry Enabling HTML In Emails [view article]
- What Pushed the SEC to Tighten the Rules - Now? [view article]
- Channel Checks Show Blackberry Sales Not Pressured by iPhone [view article]
- Apple: Dead Last In Exploited Horse Race? [view article]
- Needham Cuts RIM Rating on iPhone Threat [view article]
- Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
loading ...Recent RIMM Articles
- Wednesday Outlook: No Rhyme or Reason
- Despite Uncertain Market, Analysts Still Bullish on Research In Motion
- Apple: Dow Jones Mulls the iPhone
- Financials Fly High - Fast Money Recap (7/17/08)
- Canaccord Raises Research in Motion's Estimates
- What Pushed the SEC to Tighten the Rules - Now?
- Channel Checks Show Blackberry Sales Not Pressured by iPhone
- Apple: Dead Last In Exploited Horse Race?
- Needham Cuts RIM Rating on iPhone Threat
- Options Trader: Wednesday Outlook
- Full List of Articles »
RIM's Single Point of Failure [view article]
I love the AAPL comments. I don't think before this article I'd ever seen one written by the author that didn't promoted AAPL. Of course, this article is nothing more than a thinly-veiled promotion of AAPL's recent announcement that the iPhone will work with Exchange. I haven't read much into the implementation of the technology yet, but if it's like GOOD for Windows Mobile smart phones, then businesses typically either use a BES or use a Goodlink server. If a business already has a BES, they probably aren't going to drop all their BBs and run out and buy iPhones and a Goodlink server. The outage stories I feel are overblown. Uptime is still well above 99%. The most recent outage apparently occurred as a result of adding increased capacity rather than some glaring glitch in the system that caused the service to choke. That being said, AAPL will certainly make some inroads into the business market, but RIMM will also make inroads into the consumer market as they've been doing with the Pearl and the Curve, and they're prepping to do with the 9000 series. New software upgrades will render HTML emails as part of the OS and will allow video recording.For the record, I'm long both AAPL and RIMM. Reply
Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth [view article]
OK, we have all jumped on Todd and some of it is totally justified. Todd, big slap on hand. "Bad Boy!"But what I find really encourging is that there is an out pouring of comments by intelligent people putting him to task. A few years ago this would not have happened. If you did not like Microsoft, you spoke gently. Now people are not afraid to speak against Microsoft and when someone adverts for Microsoft and against a company like Apple, there is an outcry (where its justified of course).
I take that as a very positive sign. Writers write better when there is a mindful public that reads and comments.
en Reply
RIM's Single Point of Failure [view article]
What if Verizon's phone service for the country went down for 3 hours. I bet that Congress would hold hearings. Considering that state and federal agencies use the blackberry they should demand better. Carl is dead on with this story. ReplyApple and RIM Battle for the Corporate Mobile Market [view article]
As CSR pointed out, Salesforce.com is already lined up to be added to the iPhone. And this is just the tip of the iceberg. Corporations will be able to add simple or complex apps to the iPhone which, combined with VPN etc. will make the iPhone an extension of the office like no other device before it. Reporting back, syncing and updating in real-time whilst being permanently remote. The inevitable arrival (perhaps this year) of a 3G wGPS iPhone will make it the must-have solution to business needs.And don't overlook other uses. Colleges all over the country are already using iPhones as the basis for student communication and interaction. Try podcasting a lecture to your BlackBerry and see how far you get.
Lastly, I don't see any car manufacturers making custom BlackBerry interfaces, but pretty much all of them make one for an iPod. Land Rover even have a concept car that uses an iPhone as key and ignition switch.
In less than 6 months, Apple created a $1billion industry (based on sales revenue plus subscriptions). That's amazing, especially when for 5 of those 6 months the market was limited exclusively to one carrier in the U.S.
Some people will always prefer the BlackBerry in the same way that some people prefer the fixed rear axle on the Mustang. Me? I like to go around corners, with my car thumping to the beat of my iPhone. Reply
RIM's Single Point of Failure [view article]
The author should state he is long APPL - unless his position is now different than it was back in January. After a brief review of his last several posts gushing over APPL and their upcoming dominance of the smart phone market it is pretty clear he is reacting to the February stats on smartphones - "Surprisingly, the iPhone also slid for the second consecutive month in our survey, garnering 1% of mentions versus 7% last month and 14% in December," the survey read.If you are going to pump your stock by criticizing another, at lease have the common courtesy to state your long positions. I expect better from Seeking Alpha! www.thestreet.com/_yah...;cm_cat=FREE&c... Reply
RIM's Single Point of Failure [view article]
By the way, you are obsessed with Apple. ReplyRIM's Single Point of Failure [view article]
This is a crazy statement. You are going to tell me that two minor outages in a year is bad service? Cellular telephones in general could not compare to that with the number of dropped calls and no service areas they have. Blackberry users can afford to miss out every once in awhile unless the are obsessive compulsive e-mail freaks. It's not that big of a deal so settle down old man.Reply
Apple and RIM Battle for the Corporate Mobile Market [view article]
as much as some corporate folks prefers a plain and well tested device like the blackberry or the PC,Apple will prove that by winning the consumer's heart you can easily break into the corporate world by improving the iphone one step at the time
as they always did.
Sure not every corporation will jump on the iphone's bandwagon
but the goal i think is to gain IT acceptance and compatibility with their
support tools , so that consumers can take their iPhones to work , this way you don't really give a crap if your company gives you a blackberry
when you can use the iPhone you already own.. by the end of 08 Apple will have sold almost as many blackberries, Rimm took years to sell..
out of 5-7 millions US users, how many do you think will make it into the corporate world?? Reply
Horowitz
Apple and RIM Battle for the Corporate Mobile Market [view article]
... ReplyHorowitz
Apple and RIM Battle for the Corporate Mobile Market [view article]
The iphone with 3G and push email wll be a wicked combo. Add a better synch to make it a portable hard drive and ability to connect to external screen.. WOW. Movie device, mini computer, external drive, mail, internet. The next palmtop. (can I ask for gaming?)Not a fantasy at this point. Apple is sitting in a good position.
Reply
Apple and RIM Battle for the Corporate Mobile Market [view article]
This Blackberry VS iPhone argument smells a bit like the DOS vs Windows arguments of days gone by.... RIMM will need all the luck it can get with its 52 p/e ratio. It's in Apple's, and, soon, many analyst's crosshairs! ReplyApple's New iPhone Applications No Threat to RIM's BlackBerry [view article]
I just bought an IPhone - Not an early adopter - I may be an Apple "fan-boy" since I still have an original 1984 Mac ( actually still works ). I dumped my Blackberry and Motorola Razor phone - the interfaces just suck - What I like about the IPhone is that I can easily figure out the interface - nasty little keyboards on the Blackberry are okay for people who can type with sharpened pencil fingers - I'm a little bit older - and sorry, I actually need to get some work done -I made the right decision - 80% of my IT staff have IPhones and use Macs - The tide is slowly turning - Reply
Apple and RIM Battle for the Corporate Mobile Market [view article]
Most phones will have a GPS chip in them in the future, e911 is the primary driver behind that. About 28% of all phones have it to date. Although a GPS chip obviously allows for a much larger set of GPS capable applications. This will be seen in future iPhones almost certainly.Reply
Apple and RIM Battle for the Corporate Mobile Market [view article]
CSR, many BlackBerry devices (e.g. 8800, Curve) have full GPS receivers built in, with real-time turn-by-turn directions (not just Google Maps, which is available for free for any phone). Fair point on the other items, but Google Maps really isn't that much of an advantage for Apple. I wouldn't be surprised if Apple adds GPS to a future iPhone, though. ReplyApple's New iPhone Applications No Threat to RIM's BlackBerry [view article]
What nobody here mentions is the fact that Microsoft has bet the company on the fact the best way for them to make money in "smartphones"... is licensing the software to Apple.If Microsoft is hedging their bets, what possible reason could RIM have for *NOT* doing so? Only a fool would not see Apple as a threat to RIM, even if that threat is neither immediate nor mortal. Reply