1. 10 million subs is not likely. This would require RIM to double their current subscriber base. In other words, over 1 million new subscriptions per quarter. The subscriber growth has slowed over the last two quarters and that is before alot of the new devices (Treo 700, Motorola Q, Nokia E61) have even hit.

2. Agreed. Microsoft won’t have a competing enterprise product for 12-18 months and by then RIM and others will be far ahead.

3. Agreed.

4. Partially agree. Data prices will drop slightly this year on the PDA side, but not much. Part of the reason they won’t drop is because of Microsoft. Their new product commoditizes the carrier bandwidth so the carriers get no $$$ for users of the new Microsoft ‘push’ email outside of the regular monthly data charges.

5.Agree 100%

6. I disagree. There are a ton of loyal Palm OS users and Palm has already announced a new Treo 700 using the Palm OS. The Palm OS will eventually die out, but not for a couple of years.

7. Consolidation has already started in the space and I agree, it will continue and I agree on your call of Visto. Good Technology is the other option, however, I think they may be asking more than anyone is willing to pay and they have stated their goal is to be a stand-alone, public company. My prediction here is that Good goes public by the end of the year, depending on market conditions.

8. This is a bold prediction, however, not too far off base, I think. While the PTO gives “non-final” rejections, this gives NTP an appeals process, this thing could drag on for years. The one hitch is how it affects BB sales and their stock price. The other factor is the Visto suit against Microsoft. I think this will delay release of the MSFP from Redmond. Microsoft will either pay Visto or buy them, with the latter being the option I think Gates will take.

1. 10 million subs is not likely. This would require RIM to double their current subscriber base. In other words, over 1 million new subscriptions per quarter. The subscriber growth has slowed over the last two quarters and that is before alot of the new devices (Treo 700, Motorola Q, Nokia E61) have even hit.

2. Agreed. Microsoft won’t have a competing enterprise product for 12-18 months and by then RIM and others will be far ahead.

3. Agreed.

4. Partially agree. Data prices will drop slightly this year on the PDA side, but not much. Part of the reason they won’t drop is because of Microsoft. Their new product commoditizes the carrier bandwidth so the carriers get no $$$ for users of the new Microsoft ‘push’ email outside of the regular monthly data charges.

5.Agree 100%

6. I disagree. There are a ton of loyal Palm OS users and Palm has already announced a new Treo 700 using the Palm OS. The Palm OS will eventually die out, but not for a couple of years.

7. Consolidation has already started in the space and I agree, it will continue and I agree on your call of Visto. Good Technology is the other option, however, I think they may be asking more than anyone is willing to pay and they have stated their goal is to be a stand-alone, public company. My prediction here is that Good goes public by the end of the year, depending on market conditions.

8. This is a bold prediction, however, not too far off base, I think. While the PTO gives “non-final” rejections, this gives NTP an appeals process, this thing could drag on for years. The one hitch is how it affects BB sales and their stock price. The other factor is the Visto suit against Microsoft. I think this will delay release of the MSFP from Redmond. Microsoft will either pay Visto or buy them, with the latter being the option I think Gates will take.