.crazylegs..

RIM Beats Apple in One-Hit Wonder Quarter. What's Next?

I can respect that. I just wish posters would actually have some knowledge before ranting. I can see you are rational.

RIM Beats Apple in One-Hit Wonder Quarter. What's Next?

jmmx - are you an apple fan by any chance? verizon is subsidizing the handset to lock in the data plan (you have to have an email plan to qualify - comes right off their site - so your friend must have some kind of data plan to get the bogo offer) RIM gets a profitable handset sale PLUS the two years of service revenue kickbacks from verizon at 80% margins ($4-5 gross per month or another $100 over the contract).

so, you're wrong about the bogo offer and you're wrong about the margin. perhaps you should pursue the age old adage that you'd rather have people believe you to be a fool and remain silent than open your mouth and remove all doubt?

and by the way, i have a bold (and a curve, and a javelin, and a storm, and an 8700, and a 7130) and an iphone and you are correct that safari rocks, but the bold browser is quite capable. this is just my opinion though. no doubt i'll get blasted by an apple fan.

Nokia's a Juggernaut, But What's Left to Conquer?

Difficult to recommend a stock that you, yourself don't have high regard for. The opinion and article contents don't seem to match your "Quick Look" stats.

Quick Look

Date: Apr 13, 2009
Growth: C
Competitive Moat: C+
Management: B+
Financial Health: B-
Opinion: Scale advantage, organic growth potential, fairly cheap.

The Ongoing Smartphone Revolution

hayweed, timbom - must get tiring defending apple so vociferously every day. do you take extra vitamins each day?

Fourth Quarter Sees Decline in Cell Phone Shipments

Dumb comparison for apple and RIM. While the largest manufacturers are flat, the movement from dumb to smart phones is helping both RIM and Apple. Look at the YOY growth for both of them. And look at RIM's sequential growth. The only reason Apple didn't grow sequentially is due to the product cycle (comparing vs prior 3G launch Q which was preceded by two months of zero iPhone sales). Just terrible analysis in this POS.

The Benefits of a Standardized MicroUSB

you give phone buyers way too much credit when saying they are waiting for a post-micro usb world to buy that new gadget. 99% of mobile phone buyers don't even think about the charger. They just expect it to come in the box. I certainly hope this standardization is the future as it will make things easier especially when traveling.

Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates

ALL YOU IPHONE FANS/USERS/BELIEVERS SHOULD READ THIS:

You all are accurate in believing how wonderful the iPhone is. It is. Truly an awesome device. A great platform that will develop and get better and better. I love my iPhone.

BUT, you need to understand economics to see why RIM has an advantage to take huge amounts of market share from Motorola, Samsung, and Nokia even when iPhone is exploding.

There is HUGE demand elasticity in data pricing. All you guys here simply accept whatever the monthly data charge is and pay it happily to have the iPhone. But the vast majority of people are very price sensitive and may not want to pay the full $30/month for data services. However, they might pay $10/month extra to have a great email service. This is where RIM comes in and is uniquely positioned to expand. They are actively working with carriers to offer flexible data pricing plans for BBs. This drives huge adoption in every carrier they have done this.

Apple could never do this. Why? The posters above say it all - they are addicted to the iPhone and use huge amounts of data/bandwidth. In fact, I wouldn't be surprised to see AT&T try to tier the iPhone data plans because of this.

So, on one hand you get an iPhone sub that costs you more money upfront (larger subsidy) and taxes your network but offers a great experience and on the other hand the BB offers you a high value customer (typically higher ARPU) but respects the network's bandwidth due to the BB architecture which compresses all data.

Economics usually end up winning out, so before you guys call it game over for RIM, you might want to delve deeper into some of these issues that affect actual end user sales AND incentives that carriers have to sell one product vs another.

Oh, did I tell you I love my iPhone? I did, but interestingly enough, I USE my Blackberry because it does everything I need it to do very efficiently. Funny how personal choice affects end use as well.

Disclosure: Long AAPL & RIMM

Here's What Will Happen To Apple's Rivals

It always amazes me that people actually believe that activesync is a true replacement for the BES/Blackberry solution. It's not. It doesn't come close. Does anyone do homework these days?
- It uses a tremendous amount if precious device resources like battery power.
- It is not totally secure.
- The device pings the mail server. What large security minded corporation wants to open their firewalls to incoming pings?

This is just the tip of the iceberg. Don't believe the hype. The iPhone will kill it, no doubt, but so will RIM, and even some others, as the market for smartphones explodes. Good luck on your paired trade...

Here's What Will Happen To Apple's Rivals

Firestar - Reason Number 1 - Windows Mobile. Ask Motorola if form factors are enough to have a durable competitive advantage in regards to the razr.

Here's What Will Happen To Apple's Rivals

This is a stunningly stupid take. Study the market for these devices and what you see is massive growth in the number of "smart" phones that will be sold in the next few years. What it means is that, in fact, many of the smartphone makers will do well. The pie is large enough, and growing quickly, for Apple and others to prosper. The degree of prosperity will be up for discussion, but to show a picture like that in the context of such a growth market means you aren't paying attention to the macro picture and perhaps you are immersed in the Steve Jobs reality distortion field.

Also, please consider the $199 price tag is a headline maker. Look deeper and determine how many end users are post paid, contract restricted. This number is actually far fewer than one would believe given that most subscribers outside of the US are pay as you go. What will be the price of the device for them (and those inside the US who aren't eligible for upgrade)? I don't know but my bet is at $500-600, and I could be low.

How many countries is iPhone in on the 3G launch? Around 80. How many countries does RIM sell into? Over 125. How many networks does iPhone sell on? I haven't calculated but it's somewhere north of that 80 number, maybe 90. How many networks does RIM sell into? Try almost 400.

This article is really flimsy stuff. Dig deeper, look at some macro numbers, and then report your findings. And what's funny is that I think the iPhone will just kill it in the coming years...but don't be fooled into believing the hype.

Apple's $199 iPhone Is a Game-Changer

Those who believe this will result in a binary outcome with only one winner and all others losers aren't paying attention to the aggregate market for these devices. I've also never known Apple to subsidize any product as it hurts the perceived value in the long run. Scott Moritz is notoriously bad at these predictions and any article predicated in this is suspect. Your numbers of 25 mln this year, 100 mln next year are ridiculous. They'll do closer to 15 mln and 30-40 mln next year. Still reason to be long Apple but not nearly as egregious.

AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein

"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."

What? I thought they were selling the iPhone to make a profit. Besides, Apple wants to be a mass market company. The developers provide an important part of the iPhone ecosystem, but don't believe for one second that their primary goal in selling the iPhone is to switch developers. It has to be much broader than that.

Is There a Mobile Phone Recession?

"The result: I don't expect a mobile phone recession. But Research In Motion's earnings results announced last night do reflect a trend we can expect: profit compression due to lower prices. "

Huh? This is not what RIM reported at all. Their earnings and revenues are growing dramatically. Carl always gets it when it comes to Apple but I have almost never seen anything written by him on RIM that made sense or came to pass.

The survivors will be the ones who deliver a great software and service experience to the end user. How do you expect any cell phone manufacturer to compete with Apple when they put a full desktop class OS in the phone with a killer UI that makes the web browser THE killer iPhone app. The cell phone guys don't know how to write great software - hence the need for WM on all "high" end smartphone devices from almost all the manufacturers. Well, the WM experience stinks. The only reason RIM will endure is because of their service and the fact that they control the device presence on the network. There is more value to this than anyone believes and can perceive at this point. The only true indication of this at this point is how good their email service is. Imagine the possibilities when physics allows them to deliver high bandwidth consumptive media.

Folks, don't get all fired about about whether AAPL or RIMM will win out - they both will KILL IT. We are in the early stages of the smartphone adoption curve.

Research in Motion Looking Strong

Lisa isn't wrong about the difference in the power of the iPhone vs Blackberry, but it is the classic example of getting a little ahead of oneself. The "long run" is always easy to fall back on instead of seeing what the near term trends are that will drive franchise value and stock price. I think if this was 2012, she might be right. Until then, watch RIM and Apple dominate the smartphone business.

Is RIM Becoming a Law Firm That Happens to Make Blackberrys?

this article has no value. patent fights are a part of this business.