Research In Motion Limited (USA) (RIMM)

Though the Blackberry Faithful abound, their contracts won't last forever. Eventually, they'll be in the market for new phones and RIMM just isn't offering anything new enough. The Storm 2 is a marginal improvement over the original, but the iPhone and now Android OS are going to own that market for the foreseeable future. The iPhone set the pace of change for phones and Android has now validated that direction. They'll battle it out for first and second place, and RIMM will find itself without the love it's enjoyed in the past years.

The key market for RIM is government - with government spending likely to be cut back, lower cost competitors like HTC / Android could get a foothold

losing market share...and popularity

...technology is lagging behind competitors..wife has a blackberry, I have an iPhone...the difference is astounding..unless they beef up their technology, they will continue to lose market share..

Hello iPhone.

RIMM is in a precarious position.

Once upon a time, RIMM made the coolest, most-indispensable pocket smartset. I remember when the early Blackberry Bricks were being launched, people were saying that the mobile "convergence device" was finally here. RIMM certainly ushered in a new era for a mobile workforce. Without peer in email connectivity, RIMM remains a serious player. What else does it do better than everyone else? It doesn't browse particularly well, it doesn't handle media well and the interface is complicated.

Blackberrys (or is that Blackberries?) don't support anywhere near the swath of important and cool apps that the iPhone does. And there's a tsunami coming in the smart phone world called Android. Android will eclipse the iPhone OS on the strength of its open-source nature and ready adaptability. Why would any handset maker hoping to capture large market share develop its own OS anymore? There are reasons, of course--but they're defensive plays that will waste resources. (To read about one such strategy gone awry within the Android community itself, check this link: http://www.businessweek.com/the_thread/techbeat/archives/2009/10/will_moto_fract.html and tell me that it doesn't smack of desperation.)

Android benefits the right mix of people, and it's a very large mix of people at that. Developers who don't want to write different versions of their app for different handset makers, handset makers who want an edge to compete with T/AAPL without paying through the nose, and consumers who want the apps goodies that the iPhone commercials make them salivate for.

What's left, or who's left for RIMM? Large legacy corporate and government clients. I can't imagine that this is a sector that wireless providers are dying to get into (can you imagine the work in fulfilling a provincial RFP?) . Consumers will look elsewhere for sure when the sheer ubiquity of Android apps overtakes the iPhone's, which it will within a few short years. It's crunch time for the big players! Let's hope that RIMM keeps its stick on the ice....by adopting Android as its OS!

Bought this sucker in April for $72./share. Ran it up to 87./share and pulled the trigger the day before they announced earnings for the third quarter. Now thinking of buying back in at 65./share and try this strategy again.

My future decisions on this stock will depends on what happens with apple earnings. I think an APPLE miss may actually be supportive of RIMM stock. The worse case scenario is the smartphone market is strong but RIMM is losing market share. If Apple meets or beats, that would be confirmation RIMM is losing marketshare. But if Apple misses too, it means that the whole market is under pressure to the macroeconomic picture at the moment and the RIMM story may still be intact longer term. If Apple misses, buy RIMM on a sympathetic self-off. If Apple meets or exceeds, go long Apple and more speculatively palm.

Iphone. Saturation. Can't sustain growth

us market for smart phones is almost saturated. other phones in asia are much better. only the iphone continues to grow in the us because of it's versatility with apps, media, etc --- but the blackberry is only good for business, email, and texting. i don't see how they will continue to grow rapidly

A lot of former Crackberry addicts are switching to the Iphone and not looking back. RIMM is in trouble.

Recession may not take a bite out of sales,
but competition may take a bite out of profits.

Apple and palm and many other competitors are taking chunks of this market as they all seen how lucritive the internet phone can be. The euphoria around they stock is still there and expectations for the company have been priced in for the future. I would not be a long term buyer on this.

Also is should be noted that CEO is heavily involved in a dispute with NHL commissioner about buying the phoenix NHL franchise taking his time and involvement away from the company

Their hardware is chunky. Their software lags. RIMM is years behind Apple and Palm in all aspects of smartphone design. They survive only in their patented enterprise solutions which won't hold forever. There is room for continued growth over the near term, but looking ahead, RIMM will be left in the dust by its competitors.

Increased competition, poor quality products. The best days are behind them

This call Is based solely on weak or declining technicals. DMI has just turned negative,confirmed by ADX trend line

seriously,
posers buy I-phones

BB Storm was a major screw-up. I recently use it and was blown away how bad it was. It shouldn't have hit the market with competitor models from the likes of Apple and even Palm.

Fool = 1.27

Had a nice run, due for a correction. Not many innovative products and losing out to the touchscreen phones.