I've been yelling at the screen everytime one of those dumb Blackberry ads comes on.. you know, the barber who uses BBM to get "bragging rights" for a hair cut or the surfers who say they need BBM to tell each other where the waves are.
Like they don't have Facebook or realize that SMS is universal
Now Wall Street is agreeing...
“The market for corporate mobile e-mail is highly penetrated and saturated outside of SMEs (Small and Medium Enterprises)... Growth in the number of companies using mobile e-mail will be limited to the SME market, in which RIM is likely to suffer the most from competition. If there is still some growth in the number of users at companies already using mobile email, it is limited and we suspect it will turn into negligible value growth as it will go along with significant ASP decline.”
“… Despite the company’s overall dominance of the [enterprise] segment … 74 percent of companies with mobile e-mail have already adopted alternative platforms, including the iPhone and Android,” Ferragu explains. This phenomenon is very new: almost all these companies “opened-up” their systems in the last two years, half of them in the last 12 months. We expect these companies to progressively ramp up the installed based of non-Blackberry solutions and therefore expect increased pressure on RIM’s performance.”
“Enterprise satisfaction with RIM solutions is very high, and most managers surveyed said that they expected BlackBerry products to remain innovative and competitively featured... The issue boils down to cost and consumer preferences: employees want to be able to use their own phone, and allowing them to do so presents IT & Telecom managers with a way to substantially cut their operating costs.”
Read more at www.businessinsider.com
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