1. ZMc1834's Avatar
    RIM Largely Missed Major Cycle; Eight Suggestions for BlackBerry Maker - International Business Times

    By IB Times Staff Reporter | June 21, 2011 6:12 AM EDT
    BlackBerry maker Research In Motion Ltd. (NASDAQ: RIMM) has largely missed a major cycle and is on the verge of missing another as LTE networks are introduced, Jefferies & Co. said in a note to clients.


    "We have surveyed industry participants and have considered different strategies RIM could undertake to prevent a further slip. We believe the focus should be on management changes, BlackBerry Enterprise Server (BES)/BlackBerry Internet Service (BIS) network operations center (NOC) system licensing, and QNX phones," said Peter Misek, an analyst at Jefferies.

    Misek said virtually all of the carriers he has spoken to will support BlackBerry OS 7 devices but view RIM as a niche product for consumers and an enterprise product for now.

    Also, the carriers were very excited about QNX at Mobile World Congress in February, but that was when they thought at least one QNX phone would be out in calendar 2011, Misek said.


    Misek said his checks indicate that carriers believe QNX will not come out until year-end 2012, and by then Android LTE phones will be mainstream and the iPhone LTE will have launched.

    Misek said competition intensifies on all fronts, with Motorola Mobility Holdings Inc (NYSE: MMI) taking share from RIM, Apple Inc.'s iOS penetrating the enterprise, and new threats emerging from low-cost smartphones running Android.

    At the same time Microsoft Corp. (NASDAQ: MSFT) will have Windows 8 on tablets and Nokia Corporation (NYSE: NOK), HTC, Motorola, and Samsung phones, thus possibly providing a compelling third ecosystem.

    Misek's suggestions:

    -- Fully support iOS and Android in the enterprise by adding BlackBerry Messenger (BBM) and BlackBerry email to those devices. This maintains subscription and BES revenue. This is important as according to his analysis RIM's hardware sales now have negative operating margins.

    -- Move software development out of Waterloo and create three new teams with at least one in Silicon Valley. One team to focus solely on the development of the QNX OS, one team working on user interface (UI) and user experience, and one team devoted to enterprise/cloud applications and services. Third-party apps should be spun off as a separate company or isolated so they can develop for other platforms.

    -- Refresh the management team to raise accountability and increase the benchmark for performance. Current management appears content in bringing to market just one tablet (Playbook) and one major new handset (Torch) in the past year. Nokia board's decision to change its management is encouraging and Misek would like to see RIM follow suit. He believes shareholders would react positively even at just the appearance of change.

    -- Hardware-wise, RIM should focus all efforts on getting six QNX handsets out next year. Three QWERTY handsets and three touch handsets all with LTE capability.

    -- Learn everything about the developers and then create the best possible development environment.

    -- Pick a major content ecosystem and strike a deal. If possible, partner with Amazon.com Inc. (NASDAQ: AMZN) and make them the content player, retail store etc. Execution speed is critical in order to quickly optimize a seamless solution.

    -- Create a team whose only job is to focus on the consumer. The team should analyze consumers' wants, needs, trends, and feedback in excruciating detail. RIM should only release products that are desired, intuitive, and ready for the market.

    -- Foster innovation by creating a team whose sole job is to find the next tectonic shift in technology and bring it to market. Misek believes RIM can leap frog the competition, and it is still not too late, but time is running out.

    Research In Motion stock closed Monday's regular trading down 6.70 percent at $25.89 on the NASDAQ Stock Market.
    I feel most of these points hold water and would definitely love to see RIM look into point 7. Have a team that is strictly responsible for focusing on the consumer and listening to their feedback. I don't know if six handsets is really necessary as point 4 claims, but I could see it. I have heard a lot of people requesting a large touchscreen (4.3 in or so), but I also know people like the smaller style touchscreen (3.2-3.7), and I would love to keep the Torch hybrid form factor going as well as a Curve and Bold series for high end and entry level qwerty devices. So I could see 5, and if they want to keep the Style going because I have seen and spoke with people that prefer the clamshell style would make it 6. Last of all, I definitely agree with refreshing the management because in the current state, the co-CEO's seem content with accomplishing minimal results and not pushing the competition as much as just following it.
    kevinnugent likes this.
    06-21-11 05:48 AM
  2. kevinnugent's Avatar
    THIS is a good article. Ignore at your peril, Jim & Mike.
    06-21-11 05:56 AM
  3. Rootbrian's Avatar
    RIM could be reading this (highly unliikely), but if friends of RIM employees could e-mail this, then they'd have points to follow. Until then, rim is fine to me.

    Posted from my CrackBerry at wapforums.crackberry.com
    06-21-11 06:00 AM
  4. ekafara's Avatar
    Me likey. I think that's a very good list.

    Posted from my CrackBerry at wapforums.crackberry.com
    06-21-11 06:51 AM
  5. _StephenBB81's Avatar
    - Move software development out of Waterloo and create three new teams with at least one in Silicon Valley. One team to focus solely on the development of the QNX OS, one team working on user interface (UI) and user experience, and one team devoted to enterprise/cloud applications and services. Third-party apps should be spun off as a separate company or isolated so they can develop for other platforms.
    WOW US people really hate the idea of any software company being successful outside of SV eh!!


    For the most part I like the article, I really laugh at the quoted topic because it very much fits what I've been saying and others feel as well is that RIM is getting beat on because they don't belong to the Silicon Valley club,

    I think adding BBM to BES only 3rd Party devices is a GOOD move actually I really like it, it helps keep the business contacts using BBM and RIM can work on adding some Business centric BBM features to BBM. keep the numbers up
    06-21-11 07:07 AM
  6. ekafara's Avatar
    WOW US people really hate the idea of any software company being successful outside of SV eh!!


    For the most part I like the article, I really laugh at the quoted topic because it very much fits what I've been saying and others feel as well is that RIM is getting beat on because they don't belong to the Silicon Valley club,

    I think adding BBM to BES only 3rd Party devices is a GOOD move actually I really like it, it helps keep the business contacts using BBM and RIM can work on adding some Business centric BBM features to BBM. keep the numbers up
    I agree with you there about SV. So I should clarify that I don't agree with the whole list. I like the idea of the company being close together(maybe everyone on the same campus) so they can comunicate with ease. But I guess with technology now-a-days you can be far away and still communicate. I do however think its better to do a lot of things in person.

    Posted from my CrackBerry at wapforums.crackberry.com
    06-21-11 07:54 AM
  7. ZMc1834's Avatar
    Yes, I don't necessarily agree with moving things to SV, but I would mind them looking into moving certain operations to different locations if the moves would improve efficiency and allow them to get finished products out the door quicker. I don't care if they move the operations to Antarctica just as long as the their devices reach the market within a reasonably quick time frame and up to the current standards in the mobile industry.
    06-21-11 08:08 AM
  8. CGI's Avatar
    That's a good list.

    I don't agree with the push to get out so many devices. IMO that's been a distraction for Blackberry; Bold, Style, Torch, Curve, Storm, Pearl,... Cut back on the devices.

    Make 2 models (1 keyboard Bold, 1 full touch Storm equivalent) and make them damn good.
    06-21-11 06:30 PM
  9. tack's Avatar
    Nice attack on US people due to one article.
    06-21-11 09:09 PM
  10. kbz1960's Avatar
    Keep making 3g phones. I don't want to pay the extra for sudo 4g.
    06-21-11 09:22 PM
  11. RicanMedic78's Avatar
    That's a good list.

    I don't agree with the push to get out so many devices. IMO that's been a distraction for Blackberry; Bold, Style, Torch, Curve, Storm, Pearl,... Cut back on the devices.

    Make 2 models (1 keyboard Bold, 1 full touch Storm equivalent) and make them damn good.
    for me, I think the different designs are what killed RIM. If you remember the times when RIM was at its strongest, it was when they had 3 devices... The original Curve, the Pearl, and the 8830 WE. That was RIMs best moment, particularly with entering the consumer market. Then the 9000 was an excellent step in the right direction, then from there, it was all garbage devices and garbage decisions (even though I do admit liking the shell design of the 9780 but wish it was just bigger)...

    One bad decision that I remind myself of was the upgraded curve which was NOT 3g like the last curve and had an equal camera to the one before it, MINUS a flash! All this non sense while Droid was already making 4g phones and some with up to 8 mp cameras and 1ghx processors attached to that. Those types of decisions and the watered down styles that BB took killed it for the once great company
    06-22-11 02:49 AM
  12. lnichols's Avatar
    I think if they supported Android or iOS you'd see mass defections to those platforms and they would be selling little hardware, and just BES Cals. I think the current path of getting BB functions into QNX will provide a robust platform more powerful than either iOS or Android, and provide the BB features and security everyone expects in a BB. By the time they developed Android and iOS apps, and got them FIPS approved, QNX would probably be here.
    06-22-11 06:52 AM
  13. BergerKing's Avatar
    While you hear the whining and griping about not having a 4G BlackBerry yet, do not forget that the available Line-ups of 4G devices are currently a massive compromise requiring two chipsets that demand larger handsets with corresponding Reductions in battery life.

    And we already know that the vaunted Apple won't kneel to the two-chipset requirement. They don't wanna make 'em bigger, either.

    Dual-Mode chipsets are due out Q4 this year, we'll start seeing reasonably efficient 4G devices probably around Q2 next year.

    Posted from my CrackBerry at wapforums.crackberry.com
    Last edited by BergerKing; 06-22-11 at 07:18 AM.
    06-22-11 07:14 AM
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