Realtosh

Apple's New iPhone Applications No Threat to RIM's BlackBerry

RIM unit growth will continue for a while. But the rate of growth will slow over time. Most large corporations that are going to get Blackberry systems already have them. The cost of the BES systems make them accessible only to the largest of corporations. Any other business, that must watch the bottom line, installing a BlackBerry server is just out of the question. Those other individuals and companies that have gotten their BlackBerry service from cellular providers are easier targets for the iPhone.

On the consumer and small business fronts, the iPhone is just a better solution and will continue to make inroads in those markets faster and sooner. The iPhone will choke off much of RIM's growth in the consumer space, that the Pearl was designed for.

With the support of ActiveSync, the iPhone will consolidate the smartphone/email space in a way that Mobile Windows devices have been unable to do. Further the iPhone will prevent RIM from consolidating the push email space. RIM will now have to battle Apple in that space. That is a threat in anyone's book; so what is the author of this blog smoking anyway?

Notice that this article was unsigned. At best it was just link-bait, and at worst troll-bait, which is less than I would have expected from Seeing Alpha. I guess they're just after the clicks like every other site out there. Oh well. So much for thinking that SA was any better than any other site. Very very weak analysis.