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  • Microsoft Or RIM? Why There Is Only Room For One More Mobile Operating System [View article]
    Well, in fact, given the main arguments you gave (those I discussed) nothing leads to an ability to count the number of "main actors".
    The definition of "main actors" still remain to be set.

    No one can figure what the market will be in 1-2-3 years (tomorrow, in tech age) and you seem to omit the eventuality of another type of services/apps diffusion: namely "the cloud".

    In that area, RIM with QNX based devices and its owned NOC enhances this cloud feature and raise it to a platform with devices instant interoperability (another point you missed). This is yet to be widely deployed, but the basis (QNX) and the plumbing (NOC) is here and is a great potential advantage. (look in the automotive sector about QNX Car2 to see what it can offer to services/industry).

    I believe many like you do not envision what the future is and I'd be very pretentious to believe I can myself. Still, "3" sounds like a podium number, nothing more, furthermore in a exponentially growing market where technology and usages are still day 1 (or 2).
    Dec 17, 2012. 09:58 AM | Likes Like |Link to Comment
  • Microsoft Or RIM? Why There Is Only Room For One More Mobile Operating System [View article]
    1/ "A mobile operating system, like its PC laptop or desktop equivalent, is a collection of software that manages the phone's computing resources and provides common services for external programs, known as "apps"
    => You're referring to appl iOs philosophy. A nutshell OS with almost no core functionalities, where you mandatory need to add/buy apps to get things done, even basic ones.
    Blackberry platform will embed natively most of the productivity apps at their best level, excluding farts and games.

    2/ "The Windows Phone 8 (app number) disadvantage compared to the top two, is being partly addressed by Microsoft through tools that convert Android apps, and partly by funding for third party developers."
    => Are you kidding ? Blackberry offers the widest range of development platforms including Native (C++/Qt), HTML5 (Webworks HTML/JS/CSS), AIR and, of course, Android porting platform. Note that even the Native/Qt track can also be used in JavaScript mode ...

    3/ "Needless to say, the to be released BB10 has even less application support than Windows Phone."
    => current Windows mobile app count is 80.000 (march 2012 - so, W7 apps), BB10 will have - at launch - over 100.000 apps. Count the W8 apps, compare, and let us know ...

    Obviously you feed the lines with on idea in mind, not with facts or reasonable arguments. For that reason, I didn't even read the end.

    Ultimately, the fable that in a 1Billion+ subscribers growing market (2013), there's only room for 3 is just an Chrystal ball assumption, as 7 for luck.
    Dec 17, 2012. 05:31 AM | 6 Likes Like |Link to Comment
  • Research In Motion Poised To Conquer The Enterprise Space Once Again [View article]
    Thank you M. Kesarios. As usual, insightful and documented. A pleasure.
    Dec 13, 2012. 01:12 PM | 4 Likes Like |Link to Comment
  • Research in Motion (RIMM) is downgraded to Sell at Canaccord, which says the fundamentals don't support the recent 30% gain in the stock price. The BB10 is an improvement, says Canaccord's Mike Walkley, but he assigns "a very low probability" it can turn around the company's long-term business trends. Shares -1.7% premarket. [View news story]
    read "I want to save my shorts". Nothing new in these lines, old studies, with old assumptions ...
    Dec 3, 2012. 10:52 AM | Likes Like |Link to Comment
  • Research In Motion - Possible $43 Stock Price In 12 Months? [View article]
    BTW thanks for the reading. IBM (as noted) was effectively one of the very first promoters of cloud computing, in its modern sense (i.e : not "distant server over the internet").
    Dec 1, 2012. 08:57 AM | Likes Like |Link to Comment
  • Research In Motion - Possible $43 Stock Price In 12 Months? [View article]
    lol Marcap, you're so ... whatever.
    RIM invented the cloud in the context of this thread : the mobile world.
    Dec 1, 2012. 08:53 AM | 2 Likes Like |Link to Comment
  • When Research In Motion Wins, Who Loses? [View article]
    @Kurt : #brilliant. Thank you.
    "would be a good fit in Samsung's other divisions, such as home appliances and home electronics" ... absolutely; some may have already noticed Renault-Samsung IS licensing QNX software for automotive infotainement systems ... (see bottom of
    Nov 30, 2012. 11:48 AM | 1 Like Like |Link to Comment
  • Research In Motion - Possible $43 Stock Price In 12 Months? [View article]
    @recession12 "Not to mention cloud computing from the mobile phone is on fire, and rimm has totally missed the boat"

    This one is so laughable at. RIM invented the cloud with its NOC infrastructure. apple's icloud is nothing but farms of servers (with poor reliability). appl marketed the (i)Name (invented by IBM, if I remember well) and poorly implemented it.
    Some network skill enhancements won't hurt ;)

    Unless appl inovates ... people will stop salivate. And then, the loved brand will be (on the smartphone area) the wrong woman. This is exactly what happened to RIM ... remember ? iOS will be the oldest OS in Q1 2013: 5 years with the same interface and gestures, escaping from ease of use due to original misconception ("they only need 20%; give them that"). Now most users use their smartphones as a computer extension ... and 20% is not enough.
    Nov 30, 2012. 09:07 AM | 2 Likes Like |Link to Comment
  • The RIM Head Fake [View article]
    @LoganSix ... how did we use to say ? "Strike back" ? hehe ... thanks to Goldman Sachs ... back above $12.38 in pre-market.
    Nov 29, 2012. 08:07 AM | Likes Like |Link to Comment
  • Research In Motion: Don't Jump On The BB10 Bandwagon Yet [View article]
    Anyhow ... now: buy. Goldman Sachs target : $16.
    Nov 29, 2012. 07:47 AM | 1 Like Like |Link to Comment
  • Morgan Stanley's Ehud Gelblum suggests Research In Motion (RIMM) investors use its recent run-up to take profits, arguing the odds are still stacked against BlackBerry 10. "While some of the new features on BB10 seem innovative, we had a similar reaction to Palm’s WebOS ... BB10 is too late." As proof, Gelblum notes a recent mobile workforce survey found only 5% of respondents saying they expect to upgrade to a new BlackBerry. Macquarie argued in favor of profit-taking yesterday. (previous[View news story]
    And Goldman Sachs goes "buy". "bye-bye" shorts. Sorry.
    Nov 29, 2012. 07:45 AM | Likes Like |Link to Comment
  • The RIM Head Fake [View article]
    Goldman Sachs upgrade to "buy" and $16 target. Fasten your seat belts.
    Nov 29, 2012. 07:43 AM | 2 Likes Like |Link to Comment
  • Research in Motion (RIMM) soars 11.9% premarket on a Goldman upgrade to Buy with price target of $16 (from $9). "For the first time in 3 years, we think out-year Street estimates are too low." [View news story]
    sorry shorts ... some told you.
    Nov 29, 2012. 07:28 AM | 4 Likes Like |Link to Comment
  • The RIM Head Fake [View article]
    @Gene: thanks, typo.
    Nov 29, 2012. 02:54 AM | Likes Like |Link to Comment
  • The RIM Head Fake [View article]
    "The Crackberry Web site features pictures of Asian developers busily coding for the new platform, and acting enthusiastic, but the fact is that Blackberry 10 development has to start from scratch"

    I respectfully but totally disagree. All developments can be done under various SDKs, notabilly known for openness. For languages (C/C++, Qt/QML, Action Script, HTML5 - oh, yes: you can mix them too) but also frameworks like HTML5 Webworks (forked from phoneGap) or game-oriented like Marmelade (basically means any marmelade game will run under BB10 or such).
    Porting Android, within some limitations (use of google's API) can be done in a breathe (dev time scale) ..

    oh, 1 more thing. There will be over 10K (serious) apps at launch ... never seen before for a new OS (I mean not an upgrade).
    Did I missed something ?
    Nov 28, 2012. 04:03 PM | 1 Like Like |Link to Comment