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BlackBerry Lacks Focus

Jul. 09, 2013 12:06 PM ETBB
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At the end of today's BlackBerry (BBRY) All General Meeting for shareholders the question was asked what is BlackBerry doing about the important Indian market. Much to my chagrin Heins fell back on being a end-to-end solution provider. This to me shows a lack of focus.

This is causing me to reconsider my position on BlackBerry. Heins response gives the impression BlackBerry wants to be what they were not what they can be. A price sensitive market like India won't pay off big for BlackBerry simply by releasing the Q5. There are solid devices delivering great experiences that are far cheaper without any loss in quality relative to the Q5.

What BlackBerry needs is a clear strategy on which end of the market they want to excel. If the goal is truly on creating long term value for shareholders the better long term play is in services. It is easier to fend off competitors when you are entrenched into a company's infrastructure than it is to fend off a smartphone competitor. The competition has a significant ecosystem advantage that BlackBerry will not overcome anytime soon.

Heins now obvious strategy of avoiding answering actual questions is disconcerting.

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