Dan Poarch

Research in Motion Unfazed by Apple

RIMM and Apple feed off of each other. They are perfect alternatives to each other. However, phones aren't a fraction of RIMM's business, they are RIMM's only business. So how can you sensibly compare the two? They could both be wildly successful and not still affect each other.

Still, I've never figured out what the attraction is. I find Blackberries needlessly complicated and therefore useless.

They are the little brother, not the other way around.

The iPhone Is Ready For Business - Gartner

I love it... "iPhone, which previously had been stymied by a lack of basic business security and application functionality"

I'd say the same for Exchange server and Windows... ; )

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

Todd never has data to support his speculation.

Maybe the Blackberry is the new RAZR? Look at Google statistics for web traffic and you see the iPhone blowing out any other device. So maybe everyone is getting Blackberries because they can afford them, not because they really want a full-featured web browser. There is a market for both.

Besides, no one has proven that Apple's cutbacks aren't correct. What if 6 months from now Blackberry is sitting on millions of items in inventory and Apple is on target?

iPhone Browsing Market Share Shows Importance of Usability

Agreed. NM, you miss the point. SAP picked the better web platform, not the larger installed base. Basing their decision making on where the experience is better, to better enhance their own product. A smart decision, time will tell how wise.

Google's Open Source Targets Windows Mobile and RIMM, Not Apple

Google announced everything and nothing today. This will go down as one of the most misunderstood announcements in recent history, at least in the tech sector. What they announced is huge, but it's huge for the $100 handset market, not the hi-end market. As well, it will play out to mimic the platform wars of the 80's in one entirely ugly way: Google has no control over the hardware, and will be asking a disparate group of developers to conform to broad standards [read: incompatibility]. Thus Apple's target market of people seeking a finely tuned hardware/software combination is completely untouched.

Once again, doubting Apple here won't work out for you. iPhones will continue to grow in the consumer market, Macs will continue to outpace PCs in sales growth, and Apple will continue to provide innovative tools for the consumer to experience the benefits of technology in their everyday lives. Who in the gPhoneosphere has the ability, history, cash, or brand leverage to promise the same?

I have all the respect in the world for Google and their aims with this phone platform, but this announcement means total market confusion for the next two years.

What Does Verizon Have In The Wings?

I don't know Todd personally, so I hate to bust his chops, but is he is consistently off-base on Apple. Reverse barometer.

What Does Verizon Have In The Wings?

I doubt Verizon has anything up its sleeve. Not that it won't try to compete, they just won't be highly strategic or try to compete on the same playing field. I could be wrong, but Verizon's vision, in my opinion, is to be the big corporation. I've never seen evidence that they desire to be light, agile, competitive. Their strategy is growth and dominance.

Also, I don't think people should force too many expectations on a Google phone. It'll be brilliant and smart, without question, but I'm betting it won't be the wunderkind that the iPhone is. Might be more capable, but I doubt it would be as elegant or more advanced. I see something very rough around the edges with great potential for those willing to dive in. Just like Google. As well, I don't expect them to compete, other than the fact that they're both cell phones.

Baird: AT&T Reps Leaving iPhone Out of Sales Pitch

Well, we now know that Apple has hit the 1 Million mark on iPhone sales, so they're healthy. Apple just doesn't have the top-of-mind with average AT&T reps. A problem? Yes, but only so much. Once Apple announces various models and upgrades the line there will more to talk about and the reps will have more to chew on. Right now, these guys have been selling Moto, RIM, etc. for years and just don't know what to make of Apple. This will change.

Research in Motion Hits Record on Takeover Rumor

Hugely amusing. Microsoft's recent record of rabid un-success matched with RIMM's ingenuity and creativity would be disastrous.

iPhone Competitors: Research in Motion

There is more than enough room for both RIM and Apple in the smartphone market. Thus, I don't necessarily see them as direct competitors. I have no interest in a Blackberry but would love an iPhone, based solely on features, I'm not 'choosing' between the two. One does what I want, the other doesn't.

Apple's iPhone Not Yet Competing With RIM's Blackberry

"And this wasn’t a group of old school execs — these were tech savvy digital media professionals."

That is actually an indication of Apple's success. These people are not Apple's target.

I don't know one tech person, myself included, that's bought one of these. However, I'm seeing and hearing about them everywhere and Apple may well have sold a million of them at this point. The iPhone is a personal purchase, not to be soiled by the arcane workings of corporate hoops like Exchange integration. I don't think you'll see the iPhone in the workplace for some time.

Is it Time for a Dell/Palm Marriage?

Palm is much like Apple in the mid-nineties. They are more full of more great ideas and talented engineers than people who know how to execute a consumer-friendly product and get it to market. If Palm could buy Dell, and then turn Dell into a real technology company with vision and innovation, then you'd have something. But that, sadly, is not the way the market works.

Needham Sees iPhone Undermining RIM's Blackberry

This is a fair assessment of the situation. Glad someone can see through the distortion field on both sides and come up with a sensible analysis. And at least they weren't whining about the mythical lack-of-3G, right?