Tag: analysts

Analysts talk about upcoming BlackBerry slider

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blackberry_slider

Analysts at Kaufman Bros are saying that RIM will be launching a touchscreen BlackBerry slider with a QWERTY keyboard, along with an updated web browser.

Kaufman said they are picking up strong indications of a new form factor under development that would be a cross between a touchscreen BlackBerry Storm 2 and a physical keyboard BlackBerry. They said, “from our understanding, this new BlackBerry would have a full touchscreen plus a pull-out physical keyboard. It would be similar to others from HTC, Palm, Motorola and others but of course sport a distinctive signature BlackBerry industrial design.”

We have heard rumors of such a device being codenamed Talladega, but nothing much else. It would still be cool to see a BlackBerry Storm slider though. Also, a touchscreen device would be a great launch device for the new WebKit-based BlackBerry Browser.

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Analysts at Gartner predict the top mobile OS for 2012

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platforms

Gartner has released a slightly revised version of their outlook for the 2012 mobile operating system. The latest predictions put Symbian as the top OS, followed by Android, with BlackBerry in third and iPhone in fourth.

The interesting part of this research is the positioning of BlackBerry relative to the iPhone. The advantage of BlackBerry is that it will always have enough devices to cover the entire gamut of potential smartphone users. While you may not love every device that RIM ships, there will always be a device for you.

While Gartner believes that Open Source OS markets are the future, we aren’t seeing much proof of this. Developers aren’t making enough money on either platform for the devices to be of much of use. We have said this countless times on BlackBerry Cool, it’s the software that determines the winner and hardware is fast becoming secondary with regards to the competitiveness of a device.

Gartner has placed a large degree in confidence in Nokia after their partnership with Microsoft. The thought is that the partnership will allow Nokia to deliver Office Mobile, as well as full SharePoint integration, allowing Nokia to steal some of RIM’s enterprise market share. Perhaps this may look good to an analyst at Gartner, but it simply won’t happen. Unless Nokia comes out with a product that rivals BES, hosts an equally robust developer community as well as provides the security of a BlackBerry, the partnership is just talk. If SharePoint is the only advantage, you will have to prove that it is significantly better than what Wicksoft can offer.

Overall, the predictions are as follows:

1. Symbian
2. Android
3. BlackBerry
4. iPhone
5. Windows Mobile

While we may not know the final outcome until 2012, rest assured it’s the developers who will decide the final victor. So if you’re a developer looking to make that killer app, don’t let Gartner become a self-fulfilling prophecy. Go to the brand you trust and ultimately, go to the brand that’s making you money. I guarantee you it’s not Symbian, Android or Windows Mobile.

[Via]

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Carriers and third parties need to prove they can restore our data

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Recently, T-Mobile USA had to admit that they lost personal data belonging to Sidekick customers and only a small fraction of it could be recovered. The news resulted in damaging PR for the carrier, as well as tangible financial losses as they offered customers a $100 customer appreciation card, in addition to a free month of data service.

This news, while it did not affect BlackBerry users, leaves us wondering just how secure is our data? A BlackBerry can store your data, back it up to a computer, or connect to a server such as Rackspace, which can offer Microsoft Exchange storing and restoring of your data. App World adds a new dimension to our data storage as we now have a plethora of applications taking control of our data storage and restoration as well.

As applications become increasingly popular, with data being increasingly stored on the cloud, we are trusting these organizations to keep our personal data safe.

When speaking with Jasmine Noel of Ptak, Noel and Associates, it became very apparent that there doesn’t seem to be any standards associated with data storage and restoration. While carriers and third parties are increasingly taking control of our data, there is very little in the way of ensuring that your data is in good hands. It all comes down to trust, but that simply isn’t enough.

Getting a best practices and standards system could really address this issue but it isn’t easy. We want to know that if we are entrusting our data to a company, that they can be relied on to restore said data. When the Microsoft Danger servers that were charged with restoring Sidekick data failed, we found out there was no backup system in place and that the data resided on the cloud, with little ability to be restored. We could have avoided this with more transparency.

We want IT professionals to get together and understand what their back up and restore capabilities are. Do they test their processes internally? Can we see the results?

Now, some will take the opinion “if it’s important, you should never trust anyone else to hold it for you.” This is a solid argument but it’s not conducive to growing the industry. Consumers and enterprise should both be able to trust their service providers to hold data for them without having to have a redundant storage process. It’s this trust that is going to propel the smartphone industry forward, but service providers need to earn that trust.

So I put the question to you: Do you trust third parties to be able to restore your data? What proof do you have that they deserve this trust?

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Analysts review RIM shares given iPhone and Nortel news

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rim

It has been a fairly intense month for BlackBerry. With the Back-to-School and holiday seasons fast approaching, RIM needs to churn out more devices and flood the market to meet the standard upswing in demand. That, coupled with Jim Balsillie’s moves to purchase the Phoenix Coyotes and RIM’s attempt at acquiring Nortel stock, there is no shortage of BlackBerry news. Given this amount of news, you can always expect an analyst to chime in with their views regarding where the stock is headed.

Phillip Huang, UBS analyst, has downgraded RIM to Neutral from Buy and cut his price target to US$88 from US$90 given the company’s price valuation. The analyst is also talking about concern regarding a new partnership between Verizon and Apple to distribute the iPhone.

“We’ve noted our expectation for Verizon Wireless to potentially announce a data-only Apple device this year,” he said in a note Monday. “Although we don’t expect a Verizon iPhone launch this/next year, we believe it could prove to be a sentiment headwind.” It is also possible the iPhone could launch on another operator in 2010, he said.

Peter Misek of Conaccord Adams, is taking a different view. He has maintained his Buy rating and US$95 target price for RIM. The potential government involvement and turnaround in the Nortel deal, has been cited as his reason for maintaining the Buy rating.

Personally, I don’t feel iPhone competition is a valid reason for downgrading stock. If you look at the numbers, BlackBerry dominates hardware sales because they cover a spectrum of users, while the iPhone only appeals to one form factor demographic and lifestyle user. With regards to the Nortel deal, I would be surprised if there is any turnaround. The government would have to declare that the sale of Nortel assets are a matter of national security, which is a tough case to make. So while there has been a lot of news this past month, the RIM ship is sailing steadily.

[Via]

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Analysts maintain buy given upcoming BlackBerry devices

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blackberry_gemini_8520_comparison_

While many bloggers have lamented the fact that RIM keeps releasing devices, it seems to be keeping shareholders happy.

The constant release of devices frustrates the BlackBerry community in that the devices have been mostly hybrids of preexisting devices, without making any significant leaps in the technology or offerings.

Last year, RIM released four devices in the seven months that precede the fall/Christmas consumer blitz. Before Christmas 2009, we will see the launch of the Tour 9630, Curve 8520, Onyx (fall?) and Storm 2 (November 2009?).

At RIM’s last conference call, there was concern over the fact that enterprise subscribers had declined compared to previous quarters. In light of this, analysts such as UBS Securities’ Phillip Huang and Maynard Um say they are “still anticipating eventual enterprise acceleration.” They added, “We maintain our view that enterprise acceleration is likely to occur given its captive base, limited competition, depletion of Blackberries in “IT closets,” and limited IT budgets for switching costs.” That being said, the firm is maintaining a “buy” rating on RIM’s stock with a long-term target of $90.

[Via]

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Canaccord Adams analyst upgrades RIM after positive sales and financials

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Canaccord Adams analyst Peter Misek is upgrading RIM’s status to Buy from Hold, as recent channel checks with global carriers and partners suggesting the company had a healthy June. Although share price has lost nearly a quarter of its value since last month, the summer tends to be a slow season for the smartphone market.

That being said, BlackBerry sales with AT&T grew in the double digits month-over-month in June. With the launch of the BlackBerry Tour 9630, as well as the upcoming BlackBerry Gemini 8520, RIM is releasing more devices that has convinced Mr. Misek that RIM isn’t losing any momentum.

Even under lacklustre consumer spending conditions, Peter Misek is more comfortable with the company’s risk/reward profile now that the stock is trading at roughly 14 times Canaccord’s forward 12-month earnings projections.

RIM has demonstrated an ability to grow in very difficult conditions due to its stronghold in the enterprise and strong carrier relationships, the analyst said.

Canaccord’s price target for RIM remains at US$95 per share.

[Via]

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Analysts predict RIM to benefit from Palm Pre launch

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RIM executives

On June 18th, 2009 after the close of the market, RIM will be announcing their Q1 2010 fiscal results. The conference call and live webcast will begin at 5 pm ET, which can be accessed by dialing 800-733-7571 or by logging on at RIM.com.

Analysts at UBS predicted RIM’s first-quarter results for fiscal 2010 will benefit from the intensifying carrier competition that is driving subsidies and promotion for data-intensive devices.

“Although perhaps a little counter-intuitive, we believe the launch of the Palm Pre and Apple iPhone will benefit RIM due to increased carrier competition,” they said in a report yesterday.

The analysts not only expect Verizon to continue to promote BlackBerry, but that potential renegotiations between AT&T and Apple could also help RIM.

The stock has risen roughly 20% since early May, reflecting increasing bullishness around the quarter and guidance, but UBS noted that expectations are high for the second quarter as well.

“Although we maintain our view of potential upside from enterprise replacements medium-term, at current valuations we believe much of the near-term upside may be incorporated into expectations,” the analysts warned.

[National Post]

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Citi Investment analyst advises you keep buying RIM stock

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Analysts are saying that RIM’s shares will come under pressure as new devices are being launched by the competition. The Palm Pre, Android and iPhone updates are going to force RIM to feel some competitive heat, but in general, investors aren’t worried.

“We expect RIM shares to face trickier waters over the next few weeks,” Citi Investment Research analyst Jim Suva wrote in a note to clients this week.

He advised clients to remain buyers of the stock with a $100 target price.

“Near-term events aside, we think RIM is on right side of changing handset industry dynamics,” he wrote.

RIM shares were 1.3 percent higher at $83.21 on Nasdaq. In Toronto, they inched 20 Canadian cents higher to C$89.76.

[Via]

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