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US is the important market because most people in US buy a high end locked phone for around $200(and pay $500 through their contract)and most people upgrade their phone every 2 year through contacts.
In comparison to US, people in India have to buy a unlocked phone for $200 and they don't upgrade their phone every 2 year.
Even though RIM shares are growing in the Emerging market, this share will not remain constant as people will buy Cheaper and better Android phones next time onwards.
Even though RIM sales are increasing their profit is not increasing due to lower valued phones being sold.
People should remember that Nokia was the King of the Emerging market and see where it is right now.
The analyst know that RIM as a company will fail if it doesn't grow in US, as emerging market are fickle groups.Last edited by pkcable; 07-06-11 at 03:38 PM. Reason: edited quote
07-06-11 03:08 PM - With the first debut of QNX OS from RIM being on the PlayBook all eyes are on it to see what RIM can do with the new OS.
While it is good and solid it is lacking in vital areas as we all know.
This could and probably will foretell how RIM will handle the QNX release
on their future phones in the customers and reviewers eyes/minds.
They need to get the PB platform completed and working in all aspects
and then take what they have learned and put it toward the QNX phones.
Then someone needs to walk into RIM and take that gun away from them,
you know, the one they keep shooting themselves in the foot with!
Tim07-06-11 03:32 PM - RIM is already loosing US market share. It does one major advantage over Nokia though, BES. Though the cost of BES will probably lead to loss of corporate market share, a BES connected Blackberry gives an IT dept a level of control over its corporate devices and email infrastucture that no other smartphone can. A Nokia smartphone OTOH is pretty awful as an email device.But atleast people in the US market buy high end phones, which are way more profitable than selling many low ends phones.
Nokia is the perfect example, where RIM is headed if it start losing US market share.
Some companies now only issue BBs to senior execs and everyone else has to either use something company that connects to EAS (e.g. Accenture) or bring their own device and connect that. RIM could end up with two very different sets of core customers, senior execs of large corporations and a large number of people in the developing world using them as a low cost messaging device.07-06-11 03:42 PM
