Tag: analysis

How much will Certicom failure hurt RIM?

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RIM logo While we have closely covered the back and forth between RIM and Canadian security specialist Certicom, we’ve never really taken the time to discuss why exactly RIM put forth the hostile bid after months of courting. Thankfully, James Rogers of TheStreet.com has done the work for us in a recent article:

Certicom develops a technology called Elliptic Curve Cryptography (ECC), which is used to secure data on a range of devices, including smartphones. The National Security Agency uses the same technique, and Certicom licenses its technology to a range of companies, including IBM, General Dynamics, Motorola and RIM.

Certicom is also openly canvassing other suitors, which could increase the pressure on RIM. Last month, for example, Certicom granted a number of un-named parties access to its ‘data room’ in an attempt to drive up its valuation. “The information provided in the data room is intended to facilitate offers reflecting the fair value of Certicom from interested parties,” it said, in a statement.

So in effect, by failing to takeover Certicom, RIM has lost out in three different ways: saving money by eliminating the ECC licensing fees, making money from licensing the technology to competitors, and extending its competitive advantage on security. The question becomes how much this failure has hurt RIM in the long run. Post a comment and let us know what you think.

|via TheStreet|

46% of BlackBerry Storm owners ‘somewhat satisfied’

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The fine ladies and gents over at the ChangeWave HotWire blog have conducted a survey amongst 61 new owners of the BlackBerry Storm, pitting the results against a similar survey conducted in July 2007 for new owners of the original iPhone. The results?

The overall satisfaction rating given by new owners of the Blackberry Storm can, at best, be characterized as lukewarm. One in three Storm owners (33%) said they were Very Satisfied with their new model, well below the 52% Very Satisfied rating given by all current owners of BlackBerry smart phones.

Simply put, the Storm satisfaction rating is similar to that of mid-tier smart phone manufacturers like Nokia (32%), Motorola (32%), HTC (31%) and Samsung (30%). While far from bad, it’s mediocre – which means it’s a potential concern regarding RIM’s head-to-head battle with Apple.

In comparison, the original iPhone’s Very Satisfied rating (77%) was more than double that of the new BlackBerry Storm (33%). Importantly, the Storm’s Unsatisfied rating (14%) is three times higher than that of the original iPhone (5%). The HotWire blog doesn’t think the Storm is a dud, however but merely suffered from an unusual array of initial launch glitches that brought its rating behind the average rating for other BlackBerry models.

I think it was quite fair of ChangeWave to compare the BlackBerry Storm against the 1st-gen iPhone. If RIM can continue to iterate on the Storm OS, who knows how the next-gen version will stack up against the iPhone 3G? You can see the key BlackBerry Storm likes and dislikes from the ChangeWave survey after the jump.

|via HotWire Blog|

BlackBerry Storm: Key Likes and Dislikes

RIM’s stock jumps on Q4 promises

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A quick look at RIM’s stock on Yahoo! Finance shows that the Waterloo company has jumped a quick $3 from close yesterday, roughly 8% of their total share price, to $41.50. Analysts are attributing the minor (but welcome) bump not so much to yesterday’s fiscal Q3 2009 earnings report, but RIM’s guidance for Q4.

While analysts had expected revenue of $2.97 billion and earnings per share of 83 cents on average, RIM is expecting Q4 sales of $3.3 billion to $3.5 billion and earnings of 83 to 91 cents per share. These figures are being attributed to a “record number” of Q4 device shipments, likely due to multiple launch delays.

If RIM has the quarter in Q4 they wanted to have in Q3, expect the market to respond in a big way. For now, it’s cautious optimism to promises of future gains.

|via Reuters|

Smartphones being used for gaming more than enterprise software

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What are you doing on your BlackBerry?

A report like this makes me wonder if BlackBerry Cool should spend less time posting about email monitoring solutions more time reviewing Magmic BlackBerry games. Our sister site and mobile entertainment blog, QuicklyBored, is reporting that a recent NPD Group research paper states that not only are people using their smartphones more, but they’re playing games more often than using enterprise and productivity software. The findings come from a portion of the report aimed at discovering what features and functions consumers are most aware.

While the greatest increase in smartphone gaming was among iPhone users specifically, the nascent BlackBerry Storm might bring just as many new gamers to the fold. Post a comment to let us know if you play games on your BlackBerry, and which game is your favorite.

|via QuicklyBored|

J.D. Power: iPhone beats BlackBerry in Business (WTF?)

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This story is a great example of how numbers can be misleading, even when they come from respectable sources. J.D. Power has published a study stating that the iPhone far surpasses BlackBerrys among business users. Before we go dismantling this article, let’s give you some more information first.

The study was based on responses from 1,388 business wireless customers who currently own a smartphone. It was fielded between August and September 2008. Overall satisfaction was measured across five factors: ease of operation (27%); operating system (24%); physical design (21%); handset features (18%); and battery aspects (10%).

On a scale of 1,000, the iPhone reached 778 points, while the BlackBerry came in second with 703 points.

So what’s wrong with this article? Firstly, while we can assume that the iPhone 3G was used in the study, the BlackBerry used (or if it was one or many) is not mentioned. Was it a BlackBerry Curve? If so, I can see how many people would prefer the much newer iPhone 3G. However, the iPhone should have been placed against the BlackBerry Bold or Storm for a fair comparison, devices which had not been released at the time of the study.

Secondly, the initial premise that the iPhone can be used as a serious business phone is essentially false. While corporate VPs that need only email and a pretty device could use the iPhone 3G, that’s the only segment of the enterprise space to which it would apply. Serious enterprises simply won’t role out the iPhone 3G on a large scale. It is not as secure as the BlackBerry (read: no BES), no serious enterprise software is provided (read: no Rove Mobile Admin, no momentem… etc.) and it’s basic functionality as a serious communication device is limited (read: no copy and paste). J.D. Powers simply wasn’t asking the right people.

You can see more results from the J.D. Powers study after the jump. Please take all numbers with a grain of salt.

|via Fortune|

J.D Powers Smartphone Business Study

Apple surpasses RIM in worldwide smartphone market

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UK research firm Canalys released a report yesterday stating that the iPhone 3G surpassed BlackBerry during calendar Q3 2008 to take the number two spot in worldwide market share behind Nokia. Apple shipped 6.9 million iPhones to grab 17.3% of the market. RIM shipped just over 6 million BlackBerrys during Q3 for third place with 15.2% of the market. Nokia noticeably dropped from 51.4% at Q3 2007 to 38.9% Q3 2008.

But don’t hang yourself yet, members of the BlackBerry Nation. Canalys fully expects RIM to overtake Apple in Q4, once all those delayed BlackBerrys (read: BlackBerry Bold, BlackBerry Storm, BlackBerry Pearl Flip 8220) start shipping like hot cakes. You can see some metrics on world wide OS market share after the jump.

|via Fortune|

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