I was just reading a post over in Seeking Alpha by Carl Howe about how the iPhone will sour RIM’s consumer BlackBerry results, and, although I disagree with many of Carl’s points, it is a very good post.
I don’t think RIM can articulate why consumers should buy their phones And when faced with a choice between Apple’s iPhone and RIM’s Blackberry, consumers will increasingly choose Apple, not RIM
Carl came up with four reasons why he feels this way:
- RIM sold only 2.5 times as many phones as Apple, a company that had never sold a phone before.
- RIM sold through 325 carriers, Apple through one.
- RIM has overestimated its ability to connect with consumers.
- RIM has spread itself too thin.
He goes on to explain in detail why each of these points will put a damper on RIM’s run at the consumer market, however, I believe that one of his Carl’s points and one of my own, tell a bit of a different story.