The State of Push Email

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Things have actually been very quiet recently with wireless push firms other than RIM. Microsoft made that one big splash where they announced Microsoft Exchange SP2 would come with free push email when used with Windows Mobile 5.0. Some big handhelds that are slated to come with Windows Mobile 5.0 are the new Motorola ‘Q’ and the Palm Treo 700w. This could be the biggest threat to RIM’s monopoly on push-email but until SP2 is released and is regularly used in the real-world, we’ll just have to wait and see.


Good Technology based out of Santa-Clara is currently RIM’s main threat in the push-email market. They have carved out a nice niche in the Palm Treo world but with the announcements of Blackberry Connect and Windows Mobile 5.0 for the Treo, we really have to wonder how Good can sustain their market. They currently have a customer base of 7,000 corporations which compared to RIM is just a small fraction. And with the news of layoffs of 80% or 175 of their direct sales team things do seem rocky for Good’s future.

Other small firms have decided they can’t compete alone so many have consolidated. Commtag was acquired by Smartner and Psion Software was swallowed by Visto. Then Seven acquired Smartner. Seven can claim to have 73 operators across 43 countries as customers while Visto lays claim to only 15 operators but one of those is Vodafone. Visto has also raised the number of supported devices from 32 to 60 in less than six months. To compare, RIM has a total of 150 carriers worldwide and in the last quarter alone, they have added 25. Visto and Seven can’t compete with the Blackberry brand so they are offering “white-label” push email, which is the right idea but it doesn’t seem too popular. The Blackberry brand has become so synonymous with wireless email, that customers and enterprises are not really looking at other email solutions.

Our prediction, if we had to make one is that 2 years from now it will be RIM versus Microsoft. Good and all the other push email firms will either be gone or struggling to keep afloat.

  • brian bolan

    Note that RIMM lost a court case…. what about an injunction?

  • GG

    Couple of things. Good did not layoff 175 sales people. They restructured their sales force to drive more sales through the carriers, of which Sprint and Cingular currently sell Good’s product. Secondly, BB connect is nowhere to be seen in the United States and, based upon the recent court announcement, will probably not see the light of day anytime soon. Also, Good has announced support of Windows Mobile 5.0 driven devices, so it is actually a good thing (no pun intended) for Good. Nokia announced their new email solution and a partnership with Good. The fact that Sprint and Cingular signed agreements with Good should tell you that Good isn’t going anywhere as you can be sure that Sprint and Cingular did due dilligence on the company before offering their customers a solution.

    You have been predicting the downfall of Good since early this year and it has yet to happen. They actually have increased companies using GoodLink from 3,500 in Jan to over 7,000 now, a growth rate that is exceeding RIM’s growth, acording to their latest numbers. With multiple OS and device support, Good isn’t going anywhere anytime soon.

  • GG

    Couple of things. Good did not layoff 175 sales people. They restructured their sales force to drive more sales through the carriers, of which Sprint and Cingular currently sell Good’s product. Secondly, BB connect is nowhere to be seen in the United States and, based upon the recent court announcement, will probably not see the light of day anytime soon. Also, Good has announced support of Windows Mobile 5.0 driven devices, so it is actually a good thing (no pun intended) for Good. Nokia announced their new email solution and a partnership with Good. The fact that Sprint and Cingular signed agreements with Good should tell you that Good isn’t going anywhere as you can be sure that Sprint and Cingular did due dilligence on the company before offering their customers a solution.

    You have been predicting the downfall of Good since early this year and it has yet to happen. They actually have increased companies using GoodLink from 3,500 in Jan to over 7,000 now, a growth rate that is exceeding RIM’s growth, acording to their latest numbers. With multiple OS and device support, Good isn’t going anywhere anytime soon.

  • http://none brian bolan

    Note that RIMM lost a court case…. what about an injunction?

  • GG

    Couple of things. Good did not layoff 175 sales people. They restructured their sales force to drive more sales through the carriers, of which Sprint and Cingular currently sell Good’s product. Secondly, BB connect is nowhere to be seen in the United States and, based upon the recent court announcement, will probably not see the light of day anytime soon. Also, Good has announced support of Windows Mobile 5.0 driven devices, so it is actually a good thing (no pun intended) for Good. Nokia announced their new email solution and a partnership with Good. The fact that Sprint and Cingular signed agreements with Good should tell you that Good isn’t going anywhere as you can be sure that Sprint and Cingular did due dilligence on the company before offering their customers a solution.

    You have been predicting the downfall of Good since early this year and it has yet to happen. They actually have increased companies using GoodLink from 3,500 in Jan to over 7,000 now, a growth rate that is exceeding RIM’s growth, acording to their latest numbers. With multiple OS and device support, Good isn’t going anywhere anytime soon.

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