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Old 07-02-2012, 01:33 PM   #33 (permalink)
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Default Re: Even Worse Than Expected

Comparing RIM to Apple is a tough one.

Apple released the iPod first and took over the MP3 player business which was fragmented. Then they invented the market of buying single songs - deconstructing albums (the Biography of Jobs is great) and hooked people on iTunes. The iPhone followed work already being done on the iPad (which was released later) and hooked more people on iTunes. The iPad turned the market upside down. And all your iPhone apps run on your iPad, etc. etc. They invented the mobile ecosystem (I hate that term).

RIM is trying to come out with a new phone. That's about it. It will miss the Back to School and 2012 Holiday seasons. While the iPhone 5 will be 2% different than the iPhone 4s, it will still sell millions of devices. Amazing, horrifying, but accurate. New Androids come out seemingly every day. And Windows Phone 8 - with the super deep pockets of Microsoft - will be here in the fall.

It is going to be a VERY long and bumpy ride.
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