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Old 12-17-2010, 04:45 PM   #8 (permalink)
bostonnerd
Talking BlackBerry Encyclopedia
 
Join Date: Dec 2004
Location: Boston area
Model: z10
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Default Re: RIM chasing Apple instead of worrying about their bread and butter

Actually I found the Blog fairly balanced. They gave kudos to the keyboard, messaging capabilities, build quality and other metrics.

As to the earnings yesterday, you need to drill into the numbers. RIM is selling a lot more devices into emerging markets. US sales were down 16%. Those emerging markets mean lots more devices sold at much lower ASPs.

How many devices were sold that were BES connected devices (with the associated BES license revenue stream from those attaches). I would bet a majority of those devices are BIS attach only.

Torch sales were said to be good but how many were device refreshes vs net new BB customers?

I'm hardly implying the death of RIM by any means but unless they can port QNX to their smartphones fairly quickly, they will become the Smartphone version of Nokia, lots of sales of cheap devices into 2nd and 3rd world countries (at tiny margins). but lackluster sales in the high end space where the large margins exist.
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Last edited by bostonnerd : 12-17-2010 at 04:50 PM.
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