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Analyst: BlackBerry use at work facing new low

updated 11:30 am EDT, Tue September 7, 2010

Goldman urges RIM sell in face of Android, iPhone

BlackBerry adoption at work is dropping fast, Goldman Sachs analyst Simona Jankowski warned on Tuesday. In a study tracking corporate plans for the next six months, plans to shrink their BlackBerry use grew from just four percent last October to 21 percent in August. Meanwhile, those who wanted to expand BlackBerry use dropped to 54 percent, down from 68 percent a year earlier.

Much more doubt also exists, the study pointed out: uncertainty about BlackBerry plans reached a new high of 13 percent where it had been just two percent in the previous study.

Jankowski reiterated her call to sell RIM stock and attributed the lack of confidence in the BlackBerry to corporate buyers veering away from the phone for their workers. Many are now at least considering Android or iPhone, either to avoid being overly dependent on one company or to satisfy staff that had been demanding they use their own phones. Some companies have been adding options or, less commonly, switching entirely to another platform.

Some of the objection has been RIM's insistence on conservative devices like the Curve 3G and only reluctantly exploring touchscreens like the Torch.

RIM might not have room to afford such a leap. It has lost smartphone share even as it gained absolute cellphone share, since many smartphone rivals might be smaller but are gaining at much faster rates. [via Barron's]

by MacNN Staff



  1. Jonathan-Tanya

    Joined: Dec 1969


    RIM doesn't understand the market

    They understand perhaps where they can optimize profits for next quarter - but that's why they will fail.

    They need to have a flagship phone. Introducing BB OS 6 with the torch - a low end phone, at a high price, on an at&t exclusive, is just bizarre. But they made that type of bizarre mistake, because they are looking at their internals, and not, understanding the wider marketplace.

    Meanwhile MS is staging their comeback into smartphones with a dual 1.5ghz processor, 1GB of RAM, dual camera, 4g, 4.5" super AMOLED touchscreen phone (HTC HD3) among other phones - doing what you need to do to stage a comeback, create buzz around a flagship phone that truly impresses. Yes, MS has a partner in HTC, but if RIM is going it alone, they need to make similar decisions.

    That's the problem with RIM, and eventually the weakness of Apple too. They look at their internal data and maximize profits, try to avoid 'cannibalizing' sales - meanwhile in the Android space its a free for all, and yes, cannibalizing market segments is a good thing - for the consumer.

    The 'inefficiency' of a free market system always wins over the smart decision making of central planners. RIM is doomed first. After that Apple is going to be moved into a high end niche.

    Google with Android and, a resurgent Microsoft, will be the major players.

  1. Fonejacker

    Joined: Dec 1969


    Wanna bet??

    Jonathan-Tanya are you prepared to bet your house that the following will be roughly the figures over the next 2-3 years, in terms of smartphone market share; both business and consumer

    Apple - 50%
    Google Android - 34%
    Others 10%
    RIM - 5%
    Microcopy -1%

    If you think Microcopy have a product the world cares about, you must have been smoking something illegal. Sorry my friend Microcopy will NOT be even mentioned by anyone, if anyone has MS phone its worse than saying you have AIDS.

    Not forgetting, Apple is the only one making a profit in the smartphone market. The iPad is a complementary product to the iPhone, apps are being written for the iPod Touch, iPad and iPhone daily, I think it was 250,000 at the last count, how many has Microcopy got????

    Dud wake up and smell the coffee, or smell Ballmers back side, fear creates methane gas.

  1. WillieLee

    Joined: Dec 1969


    comment title

    Why is she comparing 6 month spending plans to surveys from 11 months ago? Shouldn't it be compared to the surveys they took from 6 months ago?

    This survey also contains a lot of data that might not be saying what she claims. She includes "decrease" with "maintain", states that the results "could be attributed to Apple and Android". Why is there so much leeway in these responses? It's almost as if it's designed to bolster the opinion of an analyst with a sell rating.

  1. Jonathan-Tanya

    Joined: Dec 1969


    p.s. analysts were played for fools

    all that talk about HTC licensing Microsoft tech, to protect their Android business, have been proven false.

    They licensed Microsoft tech because they are going full gonzo into the Win 7 marketplace, and by their own admission plan to ride Win 7 to greater marketshare.

    MS was happy to let people make their idiotic guesses, not correcting anyone. Sure if people would believe Android was 'dangerous' that would help their cause - but it should be obvious by now, that the blogosphere completely missed the mark.

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