neutrino23

RIMM Sinks, I’m Holding On

RIMM's first and, to some extent, second quarters benefitted from Apple not selling iPhones in anticipation of the new iPhone coming out. RIMM's financial Q3 runs through november. That will be the first full quarter competing head to head with Apple.

I agree with Mr. 207572. Apple is fundamentally positioned to bring dramatic new features to the iPhone platform over the next few years. They have fantastic technology based in OS X. They don't have to develop it. It already exists. They just need to apply their considerable industrial design and marketing power to decide how to employ this resource. RIMM will be playing catch up from now on. Where are they going to acquire a Unix platform like OS X along with all of the time tested technologies layered on top of that? Apple is not dealing with new technologies when they bring video or audio or other technologies to the iPhone. They are applying technologies that have been developed over the past decade or so and tested in millions of installations around the world. On top of that Apple's acquisition of PA Semi and its past experience in semiconductor design will allow them to design custom chip sets for better power, battery life and lower cost. On top of that Apple's market power allows them to include tie-ups with other companies that RIMM will find hard to match.

Disclosure: long AAPL