Comments on: RIM's Fuzzy Strategy

By: Anonymous

Anonymous — Thu, 17 Feb 2005 22:41:40 +0000

RIM is actually a service delivery platform over an underlying network. Email might be their initial “pony”.
Since they have devices that run on so many wirelelss networks, plus now the WiFi device supporting SIP, I would imagine they are well positioned to be offering 3G services from an applications perspective in the IMS model (which was the buzz at 3GSM I'm told).
This means their service platform, coupled with their terminals and devices have a very exciting future as IMS will dominate core network evolution in both 3GPP and 3GPP2 camps…
my opinion…. i work in the industry…

By: Anonymous

Anonymous — Tue, 15 Feb 2005 16:32:56 +0000

RIM's stratagey has always seemed a little murky to me as well. In the end I think RIM may be a small niche player, and may retain as much as 6-8% of the total market. Their high TCO and LOW ROI make them a very UNATTRRACTIVE solution for many companies.
Other Vendors have more scaleable solutions.
You really should research other options. iAnywhere, Intellisync, Good, Visto and SEVEN.
With the emergence of lower priced MS PPC and SmartPhone devices, the Treo650, the popularity of the Sony/Ericsson 900/910, as well as lowend Symbian/Brew/J2ME handsets, RIM has been forced to take the licenseing route.
I predict that in 24-36 months RIM will be HISTORY. They will lose the patent suit with NTP, and other vendors will displace them in the MOBILE EMAIL SPACE.
If you own any stock you would do well to divest soon (TAKE THE MONEY AND RUN), you know that may be RIM's ultimate strategy as well. I think they know their model is outdated and needs major redesign, but I don't think they have the resource or will to do so!

By: Anonymous

Anonymous — Fri, 11 Feb 2005 20:30:28 +0000

Hey Mark,
Spoke with Balsillie this morning. He is a little pissed.