RIM feeling threatened by Windows Mobile?

Comments

winmotreo.jpgWhenever there’s heavy competition around, there’s always a sense of uneasiness. You felt it in grade school with the smart girl that sat beside you, you feel it at the bars as gelled-up frat boys douse themselves with Jagermeister, and you might even feel it at your local cell phone retailer, comparing mobile operating systems (ok, maybe not).

But ZDNet (via SeekingAlpha) is asking about RIM and Windows Mobile, pondering whether or not Windows Mobile is a threat to the maker of the BlackBerry. Actually, the author says that that’s the exact reason RIM just opened up a whole slew of API’s for their devices – because they’re scared of WinMo.

Admittedly, my hunch may be reading too much into a few new APIs from RIM, but it does make you wonder. Meanwhile, the API announcement comes on the same day as a research note from a firm called ICAP.

In the note, analyst Richard Williams reiterated a sell rating on RIM shares and said “channel checks suggested a shortfall in BlackBerry sales in the quarter. The impact of Microsoft (MSFT) competition could be significantly more serious than expected.”

Williams noted:

“With the recent upgrades to the Windows Mobile platform, Microsoft can now offer virtually free push email capabilities, a key competitive advantage of RIMM’s and subject of at least part of the NTP patent infringement suit last year. The ability to send Outlook messages to any compatible device could erode RIMM’s ability to charge for software at the server level that provide push email to BlackBerry devices, hurting margins and earnings.”

So what do you think, readers? I’m not worried, I don’t think you should be, and as long as RIM keeps doing what they do best, providing us with secure and solid solutions for our every day, I’ll feel safe with where I’m at. Who’s scared of the big, bad, Microsoft?

  • tonsf

    That ICAP analyst is asleep, he downgraded his sub numbers to 900K even thought RIM preannounced a million plus subs in the quarter just ended. ICAP was embarrassed by the mistake and admitted the analyst had not fully read all of RIM’s disclosures….

  • tonsf

    That ICAP analyst is asleep, he downgraded his sub numbers to 900K even thought RIM preannounced a million plus subs in the quarter just ended. ICAP was embarrassed by the mistake and admitted the analyst had not fully read all of RIM’s disclosures….

  • tonsf

    That ICAP analyst is asleep, he downgraded his sub numbers to 900K even thought RIM preannounced a million plus subs in the quarter just ended. ICAP was embarrassed by the mistake and admitted the analyst had not fully read all of RIM’s disclosures….

  • Albert

    I think the idea of push e-mail as being the only criteria when picking a wireless mobility platform are done. I mean there’s already the java app Emoze that can do push e-mail. I think Yahoo mail will be push via IMAP when the iPhone releases. For enterprises that care about security will continue to select the blackberry platform. It is much more secure than any Exchange Activesync platform I’ve ever seen, and provides secure access to behind the firewall applications in a simple secure way. Getting WinMo devices to access company apps securely is a bloated process of getting certificates, loading them, and getting those devices authenticated.

  • Albert

    I think the idea of push e-mail as being the only criteria when picking a wireless mobility platform are done. I mean there’s already the java app Emoze that can do push e-mail. I think Yahoo mail will be push via IMAP when the iPhone releases. For enterprises that care about security will continue to select the blackberry platform. It is much more secure than any Exchange Activesync platform I’ve ever seen, and provides secure access to behind the firewall applications in a simple secure way. Getting WinMo devices to access company apps securely is a bloated process of getting certificates, loading them, and getting those devices authenticated.

  • Karan

    Albert, are you sure you know what you’re talking about? When was the last time you looked at this?
    Exchange 2007 and WinMo 6 are a real threat to RIM and I wouldn’t be feeling too safe at this point. MSFT has significantly eroded the value proposition for the extra (high) license fees that RIM charges and for many the MSFT platform is good enough.
    What many fail to see in this analysis is that once push email is out of the way (yes others are doing it), the strength of the MSFT platform is what will win many converts. When that WinMo device can then easily access more back-end systems, it starts to turn the heads of IT dept and execs. This is why RIM is starting to open up the platform, but it might be too late.
    Our company is seriously considering migrating over to WinMo (albeit, over time) and we have a heavy investment in RIM.

  • Karan

    Albert, are you sure you know what you’re talking about? When was the last time you looked at this?
    Exchange 2007 and WinMo 6 are a real threat to RIM and I wouldn’t be feeling too safe at this point. MSFT has significantly eroded the value proposition for the extra (high) license fees that RIM charges and for many the MSFT platform is good enough.
    What many fail to see in this analysis is that once push email is out of the way (yes others are doing it), the strength of the MSFT platform is what will win many converts. When that WinMo device can then easily access more back-end systems, it starts to turn the heads of IT dept and execs. This is why RIM is starting to open up the platform, but it might be too late.
    Our company is seriously considering migrating over to WinMo (albeit, over time) and we have a heavy investment in RIM.