O’RIMM

RIM’s a Canadian heart throb. But Peter Fader, marketing professor at Wharton warns:

“A lot of success is about being in the right place at the right time,” Fader, “RIM was the only player for a time, but it wasn’t equipped for a competitive market.” – (Source)

Is it possible? This company with no debt and ubiquitous products – especially in the financial sector – is a one hit wonder? Lately, RIM’s become everyone’s suspect for a turn around. Just look how much RIM moved on Carl Icahn rumours. But activists like Canadian fund Jaguar have been lobbying RIM for a long time. And what’s there to do? Sell the company? Maybe the Chinese will buy it? Or focus on underdeveloped markets like India. Where lacking infrastructure has been a boon for the Blackberry maker. But selling outdated and cheap devices doesn’t makeup for ingenuity – and plus, that’s Nokia’s game.

I expect some big shifts over the next two quarters in the mobile ecosystem market. Some upcoming events to look for are: adoption of NFC, Blackberry OS 2.0 (playbook) which includes Android App support and such adoption on next generation Blackberries as they move onto QNX, Apple’s iPhone 5 launch with iOS 5 (iMessenger – possible BBM parity), and popularity of Microsoft’s OS.

 

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