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DCITDave 12/5/2012 | 5:44:52 PM
re: Analysts: RIM's New CEO Is Just Window Dressing

Just for a second, let's take the man at his word. RIM grew its BlackBerry subscriber base by about 75M subs around the world last quarter. It showcased 2 major OS updates at CES and doesn't seem to be sitting still.


It has an LTE phone coming soon and we're well aware of its chipset woes (see Q3 results). And it's selling a 64GB tablet for $299, which is a great price given how competitive and confusing the market is right now.


The marketing at RIM is a mess but there are a few things to like about RIM. Given that it's so easy to kill them for not being Apple or Google, I wonder if anyone's going to take the time to tell the other side of the story.

Pete Baldwin 12/5/2012 | 5:44:51 PM
re: Analysts: RIM's New CEO Is Just Window Dressing

> The marketing at RIM is a mess but there are a few things to like about RIM. Given that it's so easy to kill them for not being Apple or Google, I wonder if anyone's going to take the time to tell the other side of the story.


Some people agree that RIM doesn't need an overhaul in strategy. Chris Umiastowski, former financial analyst turned blogger, for one:


www.chrisumiastowski.com/weighing-in-on-rims-new-ceo


He writes: "Does RIM need a big change in strategic direction? Thorsten says NO, and I agree. What they need is better and faster decision making + execution. And marketing. They said they’ll be hiring a CMO, which is absolutely the right move."

paolo.franzoi 12/5/2012 | 5:44:50 PM
re: Analysts: RIM's New CEO Is Just Window Dressing

 


I guess I stand by my pretty simple analysis.  What does RIM do in the realm of BYOD.  BEM is moving from a strength to a don't care.  With Active Sync, you can do pretty much all a Blackberry does without BEM.  As baseline service moves from within the Firewall to into the Cloud, they really have to figure out what they are going to do. 


I was in the hospital over the holidays and came home and had home health care.  The nurses were using a smartphone to do their data input, but it was an Android phone not a Blackberry.  Think that would have been true even 2 years ago?


I have not seen anything from RIM that makes me think that these trends are reversing.  If anything, they are accelerating. 


seven


 

jdbower 12/5/2012 | 5:44:49 PM
re: Analysts: RIM's New CEO Is Just Window Dressing

"What does RIM do in the realm of BYOD."


I'd personally love to have a BB running in a VM on my Android phone.  BYOD is great, but it means giving my company control over my personal phone and co-mingling my work and personal life.  Strip down BBOS into a secure "Outlook for Android" (possibly with a browser for corporate Intranet sites) and pop it into something like VMWare's Horizon Mobile virtualization to give me isolation between my physical device and my company-controlled mail reader and I'd be a happy camper. It lets BlackBerry focus on their bread-and-butter, secure corporate email.  Rather than trying to attract developers or get Android apps to run on anemic hardware they can focus on critical things like getting VPN clients and business-critical applications running on the VM instead of needing to worry about game performance.


Sadly, the announcement of "just kidding, we're not really changing anything except putting more money into marketing" doesn't seem like it's enough.  As brookseven mentions, the ActiveSync control and security is rapidly closing the gap with a dedicated BBES.

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