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Re: RIM's Fuzzy Strategy
by
Anonymous
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 I think they know their model is outdated and needs major redesign, but I don't think they have the resource or will to do so!
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