jonesy

Apple Ups The Ante With 3G iPhone - But RIM's Almost Ready to Counter

RIM's counterattack appears to be delayed while iPhone 3G sells like crazy around the world, overwhelming computer systems.

RIM down about 4.5% while market (and Apple) down about 1.5%.

More Good News About the 3G iPhone

JPU: iPhone is "not selling great in Asia" because it's not even for sale (officially) in Asia. That's like saying the OLPC isn't selling well in corporations.

And you don't think Apple has become a "name brand", even in Asia?

If you'd read the comments, you'd see lots of reasons why Apple will continue to do well, and likely be unbeatable in the market segments and geographies in which they are competing.

Blinded by Flash: RIM's Excellent Results, All Eyes on Apple

The big question regarding RIMM is how will they continue to innovate and differentiate as many vendors are coming into this space (not just Apple). As the smart handset market grows, will RIMM be the Apple in the early 90s in the computer market? Or will RIMM be the Apple in the early 00s in the MP3 market?

Can they defend and grow their position? Do they hold "push email" patents such that the end result is that others cannot provide a comparable quality service to handset owners? Do they have scale so they can have reasonable prices AND good margins/profits, and get better deals on product components compared to competitors? Do they have brand stickiness so that even if others come, consumers will still choose them for their next handset? I haven't done as much research as others (I don't own RIMM), but I see them more like the Apple of the 90s.