Blackberry (formerly "Research In Motion")

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#21
I don't think the market will continue to adopt iOS & Android only. There are enough rooms for BB10, Windows Phone and many others as the smartphone market continue to mature.

for RIM, it does not need to take over iOS or Android. It only needs to gain enough traction to maintain its own niche of ship of around 40 million phones a year to have a decent profit for the size of RIM(of course, it would be far little for iOS, Android(SamSung) and Microsoft).
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#22
"RIM loses patent dispute with Nokia

HELSINKI - BlackBerry maker Research In Motion has lost a dispute over the use of Nokia patents, in a case that could halt the sale of RIM products if it does not reach a new royalties deal with the Finnish company.

The Swedish arbitrator ruled that RIM was not entitled to make or sell mobile devices that can hook up to Wi-Fi networks without first agreeing on royalties with Nokia. " - TODAYonline

http://www.todayonline.com/Business/EDC1...with-Nokia
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#23
RIM up more than 10% again after GS upgraded RIM to BUY.
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#24
Will RIM survive with the Blackberry 10? I am yet to play with it in mobile shop. Anyone using it?

RIM banks on Blackberry 10 to win fans
by Peter Yeo 04:46 AM Dec 14, 2012

SINGAPORE - The last two years have been challenging for Research in Motion (RIM), makers of the BlackBerry phone. A couple of global network disruptions, the lack of enthusiasm for its BlackBerry Playbook tablet as well as multiple delays to its upcoming BlackBerry 10 smartphone have seen it fall from its position as a strong player in the market to something of an also-ran.

According to a recent report in The New York Times, RIM has only 1.6 per cent of the American smartphone market, down from 8.5 per cent a year ago.

- TODAYonline

http://www.todayonline.com/Business/EDC1...o-win-fans
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#25
Is the new Blackberry 10 as popular as it claimed?

Users are lining up to try new BlackBerry 10 platform: RIM
11:15 AM Jan 17, 2013

TORONTO - BlackBerry maker Research in Motion is helping customers prepare to switch to its soon-to-be-launched BlackBerry 10 smartphones that it hopes will help it reclaim market share from rivals such as Apple.

RIM is betting that the new range of touch-screen and keyboard devices, set for a Jan 30 launch, will revive its fortunes.
--TODAYonline

http://www.todayonline.com/Technology/ED...tform--RIM
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#26
From my personal point of view, Blackberry has been lagging behind iOS, Android for a long time. They have poor execution record (delays after delays) and users and developers alike has grown more and more accustomed to the Android and iOS operating system.

Blackberry would be fighting an uphill battle to regain market share.

Personally I also think the new OS is unnecessarily complicated. After looking at the demo, I'm more confused than impressed. Also I can't find any edge that sets it aside from IOS or Android significantly. Arguably, the only edge it does have is "security", which is important for corporate purpose. But personally I don't think security was an important concern regarding iOS or Android in the first place, even among corporate users.

Since BB10 is almost a make or break product for BB. I think it is better to adopt a wait and see attitude for this counter. A good company to invest in, will remain a good company to invest in, before or after it has proven itself.

(not vested in Blackberry nor any of its competitor)
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#27
(20-01-2013, 12:18 AM)Wildreamz Wrote: From my personal point of view, Blackberry has been lagging behind iOS, Android for a long time. They have poor execution record (delays after delays) and users and developers alike has grown more and more accustomed to the Android and iOS operating system.

Blackberry would be fighting an uphill battle to regain market share.

Personally I also think the new OS is unnecessarily complicated. After looking at the demo, I'm more confused than impressed. Also I can't find any edge that sets it aside from IOS or Android significantly. Arguably, the only edge it does have is "security", which is important for corporate purpose. But personally I don't think security was an important concern regarding iOS or Android in the first place, even among corporate users.

Since BB10 is almost a make or break product for BB. I think it is better to adopt a wait and see attitude for this counter. A good company to invest in, will remain a good company to invest in, before or after it has proven itself.

(not vested in Blackberry nor any of its competitor)

apparently, you are still living in the history. BlackBerry's new OS is going to launch Jan 30th. No more delay. RIM is well prepared with more cash for the launch. more than 100 carriers will carry the new BlackBerry. RIM also restructures its service fee to stay competitive.

There is unique feature in BlackBerry 10, such as BlackBerry Balance, which is really amazing for BYOD corporations trends.

RIM has been punished enough in the last two years, traded as low as around US$6 only. Besides, RIM does not need to sell as many phones as Apple or Android to be relevant. It only needs a few tens of millions of sale to justify its current share price.
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#28
actually all the OSes will moderate. there is no lag behind. the only difference is third party developers who RIMMis trying to pay them USD $2000 to convert their android app over.

Freedom do you think at this price there is value in RIMM?
Dividend Investing and More @ InvestmentMoats.com
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#29
(20-01-2013, 10:44 AM)Drizzt Wrote: actually all the OSes will moderate. there is no lag behind. the only difference is third party developers who RIMMis trying to pay them USD $2000 to convert their android app over.

Freedom do you think at this price there is value in RIMM?

I bought it below US$10, and I am not selling it yet, but I am looking to sell it soon. There is hype running up, after all, the success of BB10 is still uncertain. To me, it is still a speculation play than a value play.

There are still more than 100million shares shorted on RIMM. So there is chance that RIMM can jump another 50%. but I am not betting on it.

I won't recommend buying it now at around US$16. I will wait for the initial sale data of BB10 to decide whether to enter again if I sold it.
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#30
(20-01-2013, 10:27 AM)freedom Wrote: apparently, you are still living in the history. BlackBerry's new OS is going to launch Jan 30th. No more delay. RIM is well prepared with more cash for the launch. more than 100 carriers will carry the new BlackBerry. RIM also restructures its service fee to stay competitive.

There is unique feature in BlackBerry 10, such as BlackBerry Balance, which is really amazing for BYOD corporations trends.

RIM has been punished enough in the last two years, traded as low as around US$6 only. Besides, RIM does not need to sell as many phones as Apple or Android to be relevant. It only needs a few tens of millions of sale to justify its current share price.

Android 4.2 has a similar function: Multi-user (albeit, currently only available on tablets). HTC Sense always had multi profile support (Scenes).

Regardless, if BlackBerry Balance is really going to be a game changer, it will be far easier for competitors like Android and iOS to emulate it, than it is for BlackBerry to overcome the economic moat that Android and iOS has established over the past 5 years.

Also, BlackBerry 10, is going to enter a competitive market with fierce competition. One that many like them have tried and failed (WebOS, MeeGo, Symbian), and more that is still trying to get a piece of the mobile pie. For example, Ubuntu Mobile OS (intuitive, open source), WP8 (vertically integrate, strong financial backing; despite all its promises, enjoyed limited success).

About porting Apps, it isn't as easy as it sounds. Many native Android app doesn't even work well on Android naively, due to the many different screen size and hardware across the Android ecosystem. Getting it to work flawlessly on all BlackBerry 10 device is going to be difficult, to say the least.

Not going to condemn BlackBerry indefinitely, but BlackBerry is going to be a very risky turnaround play.
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