re: RIM Blackberry OS, Anyone? Tech Vendors Won't Bite
There are some blatant incorrect statements in this rant, as well a heavy bias that bends truths but whatever for a page hit right?
1. Android is not free. Microsoft is collecting a fee on every device sold. The lone Android OEM making profit is Samsung. Did you miss HTC having record loss? Firing their CFO? Let's gloss over those facts. There is also a degree of uncertainty what will happen once Google and Motorola merge. Are other Android OEM's going to get closed out? They are doing a pretty poor job already with the fragmentation happening. Less than 5% of all Android devices have ICS (v4.0). The bulk are running 2.2 / 2.3. Android is racing to feature phone status. You also forget to mention the rampid pirating of Android Apps, malware in their marketplace (Google Play).
2. Playbook has now over 1 million sold and are outselling most Android tablets. Yes it launched with missing features, some made for security reasons but we quickly forget all the features other OS's have not launched with (copy and paste). iOS is now 5 years old, QNX for BB is almost 1 year. Compare Playbook 2.01 to iOS and there are major gaps in iOS. Playbook beats in multitasking, web browser, flash support to name a few.
3. RIM lacks Apps, that is the big knock on them. Considering I maybe use 20 Apps across all my mobile devices I use the web more. If / When gets some major App support it will be one less thing to complain about. Then we'll be down to preference and bias and it's very clear most tech blogs are biased against RIM.
4. RIM is losing ground in enterprise's that support BYOD, there are still many that will remain corporate liable and provide Blackberry. It's like saying HP is losing ground to Dell when a contract is switched. Blackberry is supported and deployed in almost every major company in the world. Now that RIM can manage iOS and Android they have a play for those looking to support other platforms.
5. RIM has options that ANY of the major players would love to have:
- a world wide NOC to secure and compress data
- a world wide messaging platform (nothing even comes close)
- Hands down best security and management platform
- PBX intergration suite
- SharePoint, Lync intergration
- A host of acquisitions the past 2 years (TAT, Docs2Go, NewBay etc)
There are still all the PC players who have ZERO presence that buying / partnering with RIM can get them in the game on the #3 platform. HP, IBM, DELL, etc.
6. RIM is liking going to partner with someone, they need to get out of the hardware business and work on being a solution / infrastucture company. It's nice to own the whole stack but this is an arms race at the moment and they cannot build an ecosystem, have bleeding edge hardware, deliver a world class mobile OS for the next 10 years.
We'll see RIM's progress in a couple weeks at their conference. They need some major announcements and wow factor. Can they deliver? Considering the rash of negative articles RIM has had thrown at it for months now I think they have some good stuff planned and to manys dismay they have money and no debt to keep on improving.