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Sat, Jul 04, 2009 - 11:16 PM EDT  —  AAPL: 140.02 (-2.81, -1.97%)  |  NASDAQ: 1796.52 (-49.20, -2.67%)

Analysts: Apple’s iPhone dims BlackBerry-maker RIM’s future
Wednesday, July 16, 2008 - 04:40 PM EDT

"The rollout of Apple Inc.'s 3G iPhone was seen as a direct shot at the dominance of Research In Motion Ltd. in the smart-phone market. Now at least one analyst is saying the BlackBerry's already taking some hits," Rex Crum reports for MarketWatch.

"Needham & Co. analyst Charlie Wolf cut his rating Wednesday on RIM's stock to underperform -- the equivalent of sell -- from his previous rating of hold, saying that the company's strength in the consumer market 'is bound to come under siege because of the iPhone,'" Crum reports. "Wolf also lowered his 2008 earnings estimate for RIM to $3.70 a share from $4.05, and cut his 2009 outlook to a profit of $4.80 a share from $6.25."

"Wolf said the introduction of the 3G iPhone means that "the days of no competition are over,'" Crum reports.

"Credit Suisse analyst Kulbinder Garcha had some of the same thoughts on RIM when he initiated his coverage of the company with an underperform rating. Garcha, who issued his rating before the new iPhone was released, wrote in a research note that RIM's earnings are likely to slow down due to losing some market share in North America, along with pressures on its gross margins over the next 12 months," Crum reports.

"The Needham analyst said that RIM is attempting to fight back. The company launched its BlackBerry Bold in the spring and is said to be releasing a new BlackBerry Thunder model in late summer. But he added that those efforts might be a little too late, as the system software in the iPhone 'makes the device one of a kind,'" Crum reports. "'Research In Motion has no hope of catching up on the software front, which promises to be the next battleground in the smart phone market,' according to Wolf."

More in the full article here.

[Thanks to MacDailyNews Reader "bc" for the heads up.]


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Jul 16, 08 - 04:46 pm Comment from: Wandering joe

Rim is picking cherries, their products are blue as they grasp at straws

Jul 16, 08 - 04:47 pm Comment from: Ampar

"The company launched its BlackBerry Bold in the spring and is said to be releasing a new BlackBerry Thunder model in late summer."

They'll have an enormous marketing edge in the burgeoning American Gladiator market.

Jul 16, 08 - 04:49 pm Comment from: John Crawford

Hello! Who's there?

Jul 16, 08 - 04:57 pm Comment from: Viktor

"The company launched its BlackBerry Bold in the spring and is said to be releasing a new BlackBerry Thunder model in late summer."

Correction:
"The company TRIED TO COPY THE IPHONE with its BlackBerry Bold in the spring and is said to be releasing a new BlackBerry Thunder model in late summer."

Jul 16, 08 - 05:00 pm Comment from: Viktor.. Again..

I am BB forced user (my company requires me to use it) but I have a iPhone for personal use.

Does any body knows some body who actually got a BB for personal use? any body that wasn't obligated to use it?

Jul 16, 08 - 05:12 pm Comment from: Denny

I was given a BB for company use and I will not use it. My boss is not happy but I told him that I'd pay my own phone expenses. BB is piece of sh-t. The keyboard is a joke - you can't enter numbers properly on the small keyboard. The manual is an inch thick and confusing.

The phone is still in its box sitting under my desk and I am still submitting my monthly expenses for my iPhone. The Sprint network sucks. I refuse to use an inferior method of communication.

What else can I say.

Jul 16, 08 - 05:14 pm Comment from: Ampar

Coming in a few weeks, you'll want to try the BlackBerry Summer's Eve and early next year, look for the refreshing BlackBerry Splash Spring Blossom.
You'll feel like you're breezing through your calls while running across a sunny field of daisies in a light, cotton dress, clean and fresh as the morning dew.

Jul 16, 08 - 05:27 pm Comment from: G4Dualie

Have you seen how many models of BBs there are? There must be at least 22 different models!

Models 8000, 8001, 8002, 8003, 8004, 8005, 8006, 8007, 8009, blah, blah, blah. And that's just the 8000 series... heh, heh, heh.

When faced with choices like that most consumers will never be happy with their purchase.

Apple offers two models and they're flying off the shelf. Two models and the only differentiation is storage capacity.

Jul 16, 08 - 05:32 pm Comment from: Raving MacHead

Crackberry begins it's slow circling of the toilet bowl RIM for the eventual climatic FLUSH TO HELL!!!

Dem./socialism sucks, just ask any school teacher about their lack of decent pay...

Apple is a capitalistic, profit oriented corporation under the guise of being pro-socialist.

Imagine that!

Jul 16, 08 - 05:40 pm Comment from: Denny

@Ampar

Does it vibrate too? Are there attachments for it?

Jul 16, 08 - 05:41 pm Comment from: Denny

I love the smell of exploding BlackBerry in the morning!

Jul 16, 08 - 05:46 pm Comment from: skips

It will be interesting to see what the next summary of the Smartphone marketplace says about the growth. The report from the last quarter indicated that the market grew strongly. However, when you looked at the numbers, all of the growth was absorbed by the top three vendors: Nokia, RIM and Apple. Each appeared to grow approximately in line with their current market share. The real losers last quarter were the Windows Mobile smartphones and the feature phones. (Can you say "Razor?")

Somehow, I suspect that this trend will continue. Personally I think that the Smartphone market place is growing too quickly to see any real competition between the top three, but only time will tell.

Jul 16, 08 - 05:51 pm Comment from: Jubei

The only way RIM survives is forced adoption by IT and closed minded thinking. Thats the only hope RIM has. Feed the FUD like MS does and they will forever be used in the corporate world.

Jul 16, 08 - 06:00 pm Comment from: Wun Dum Gai

@Ampar

These sound like feminine hygiene products!

%-0

Jul 16, 08 - 06:01 pm Comment from: Spark

@Ampar
I'm beginning to worry about you.

Jul 16, 08 - 06:03 pm Comment from: HMCIV

How dim are we talking here...?

Dim like the type of back room of the brothel the Corleone Family fixes problems in.

Dim like the shadow Mordor cast over Middle Earth (except no Gandalf to save the day)

Dim like the dark crevices created by the folds in Ballmer's midsection?

Dim like Job's fate in the old testament (before he got better)

Dim like the Death Star just eclipsed your view of the Sun?

Dim like George Ou, the first person ever fired by ZDNet?

Dim like I wonder why Fanny Mae hasn't gotten back to me about my mortgage refinancing yet?

Jul 16, 08 - 06:06 pm Comment from: R2

If you could use the iPhone landscape keyboard in any area of text insertion, it would go a long way toward dismantling the myth that physical keyboards are superior. The problem is that you spend most of your time using the skinny vertical keyboard and that won't cut it for lots of folks.

The BlackBerry Thunder is purported to allow the universal use of a landscape keyboard and it will probably leave users with the feeling that it's better to type on than an iPhone even if it lacks in prettiness.

Jul 16, 08 - 06:29 pm Comment from: MacLovin

Research in motion: People throwing their blackberries out the window!

Jul 16, 08 - 07:05 pm Comment from: loloontheair

Well tomorrow is launch of iPhone 3G in France and I will wait online to get mine and one for my wife. I can't wait. One year to replace my crapberry. I have a 3G bb for more than a year but I can''t access the internet as it is incompatible with Orange network. Thanks for the rip off.
The only thing with crapberry it's unbreakable! My Noia never lasted a year. I hope my iphone will last at least til the next one is out wink
I won't regret the bb at all, I am amazed that no one speaks about those JVM errors I keep on having with my bb. few more hours to wait...

Jul 16, 08 - 07:29 pm Comment from: don

And later this fall - the RIM Dingleberry - this year's Zune.

Jul 16, 08 - 07:44 pm Comment from: Spark

@loloontheair

I've carried my original iPhone since June 29, 2007. I've tossed it, sat on it, dropped it on the pavement. Works like a champ. Love it so much that even if I upgrade to a future iPhone I will be keeping this original in my collection. It's a work of art!

PS- My wife's Samsung lasted less than 3 months before the case fell apart. Some people don't take into account the time they lose replacing cell phones. They are usually a different model and require new set and learning curves. The fact that my iPhone has not only stood up to me usual cell phone abuse AND gained so much functionality through software updates is a boon!

Jul 16, 08 - 07:46 pm Comment from: nakrus

I could swear I'm reading the comments of a bunch of children bragging about their new toy. Don't you understand that the Blackberry is a man's phone?.

Jul 16, 08 - 07:54 pm Comment from: sugar grove

I doubt Blackberry's would be thrown out a window, but better used to wedge under a door to hold it open at a M$ store. All the while they goad the masses back to the dusty Zune shelf while the employee's worship a bust of Ballmer's bald head. and show them the new version of ME.

Jul 16, 08 - 08:06 pm Comment from: alansky

The iTunes App Store is a candy store for iPhone users, a brilliant concept that lets everyone turn their iPhone into a highly-customized personal expression. No doubt Apple could have built alot of extra functionality into the iPhone themselves, but how much cooler to let users build their own iPhones!

Jul 16, 08 - 08:21 pm Comment from: nekogami13

Read a review of the Thunder.
It may have been a prototype-but they noted the screen scratches very easily.
Just what you want in a touch phone.

PS.
RIM+Thunder=some kind of fart joke hidden in there somewhere.

Jul 16, 08 - 08:34 pm Comment from: January 24, 1984

Shortin' RIMM tomorrow. 1000 shares.

Gonna enjoy the black diamond ride.

Jul 16, 08 - 08:51 pm Comment from: macbones

"Now feel the wrath of this FULLY OPERATIONAL battle station"

-Emperor Palpatine

Jul 16, 08 - 09:01 pm Comment from: bc

"Research In Motion has no hope of catching up on the software front, which promises to be the next battleground in the smart phone market"

this is the key point (and so obvious). the impact of this is not to be underestimated.

Jul 16, 08 - 09:11 pm Comment from: Crazylegs

i love some of the comments on this board. some of you should quit your day jobs and become comedians!

Jul 16, 08 - 09:22 pm Comment from: NCIceman

It's not just the phone, its the complete package. No other phone has anything like the app store.

Jul 16, 08 - 09:40 pm Comment from: MobileAdmin

I'd love to see any of the wunderkins on here actually have to support, manage and budget for mobility on a global scale. Everything just reeks of fanboy favortism but hey we are reading macdailynews.com smile

Apple has ZERO footprint in large enterprise and totally LACK any management of the Iphone so until then I don't see RIM having to worry about that market ..

Consumer market sure Apple can live it up and have everyone play with the App store .. knock yourself out. No doubt Apple is doing some exciting things and to me any device is a portion of mobility.

Whats the TCO?
How's the carrier coverage? Is it the same for east coast, mid-west, and West coast user?
How about device management?
Device usage tracking?

RIM comes out on top of all those as they offer a model(s) on every carrier that is out there. They also have different form factors for different users. Apple has 1 model on one carrier with the LONE difference capacity (which is not expandable), 3G is nice but unless ALL your users live in major metro areas not much of a reason to pay extra for it.

Grasp that mobilty is a little more then having cool Apps (of which the only ones with polish are entertainment focused)

Analysts are a dime a dozen. I'd like to see forrester or gartners report Q1 next year and how they really rate Iphone as a mobile platform. Too me it's still way too much hype and people drinking the kool-aid with no clue what goes into providing a mobile solution to thousands of users.

Jul 16, 08 - 11:06 pm Comment from: TB2

@G4 Dualie
I've noticed that too and it reminded me of Apple before Steve came back and trimmed the product lines.

Jul 16, 08 - 11:25 pm Comment from: Rip Ragged

RIM is hosed. Toast. Fuct.

They will be forced to admit soon that their feature-poor iPhone spoofs are poor imitations of the real thing.

Sorry, BBTards. Your platform is crap.

BuhBye.

Jul 16, 08 - 11:31 pm Comment from: Rip Ragged

Oh, and by the way...

You can read comments with less political correctness, more arrogant assertions, and no respect for public opinion (including yours) at:

http:// rip-ragged.com/dross

I welcome comments from those who agree with me and those who like to be abused in public.

Jul 17, 08 - 02:57 am Comment from: gzero

@G4Dualie,

"Have you seen how many models of BBs there are? There must be at least 22 different models!

Models 8000, 8001, 8002, 8003, 8004, 8005, 8006, 8007, 8009, blah, blah, blah. And that's just the 8000 series... heh, heh, heh.

When faced with choices like that most consumers will never be happy with their purchase.

Apple offers two models and they're flying off the shelf. Two models and the only differentiation is storage capacity."


I'm really glad that Apple only has 2 models of iPhone now. It's been shown time and time again that the more choices people have, the less satisfied they are with the choice they eventually make. Apple understands this, which is why they have such a small product line compared to other tech companies of similar size. This is a phenomenon lost on many so-called analysts when they comment that Apple has to expand their product line in order to compete in the mobile phone arena.

Their success over the past 11 years is proof that this way of thinking has merit; their customer satisfaction ratings are among the highest in the industry, their revenues and profits continue to rise. Every anti-Apple analyst and pundit has overlooked this for years, and there is no sign that they will get it anytime soon.

It still boggles my mind that those who continue to label users of Apple products "fanboys", "cultists", etc. consistently fail to ask the question WHY Apple has such a loyal following.

Jul 17, 08 - 08:22 am Comment from: Andy

How can the blackberry be a 'man's phone' when it has a tacky little toy keyboard more suited to the long nails ladies tend to have? All that it is missing is some glossy pink color!

The iPhone, however, has many more uses (not to mention doing them well, too) and actually looks like something you'd pull out of a briefcase.

Apple did something profound to the cellphone industry. It actually made them THINK about DESIGN (by golly!) - even if the resulting attempts are still mired to clumsiness, I suppose it's a start.

But it probably won't save them, either.

Jul 17, 08 - 08:59 am Comment from: shen

"nakrus
I could swear I'm reading the comments of a bunch of children bragging about their new toy. Don't you understand that the Blackberry is a man's phone?."

if by "mans phone" you mean overpriced, under featured, gas guzzler that sits under a tarp in the garage waiting for someone to try and make it work for a decade before selling to some other moro.... errr "man" who can waste his time and money on it, yeah. yeah we do.

or did you mean "has lots and lots of buttons to look like it does something, but we don't know what cause we never read the 2 inch thick manual"???

or did you mean "bought to compensate for something"????

look those are the 3 definitions in my dictionary under "man's" possessive. are there more?

Jul 17, 08 - 09:09 am Comment from: shen

"I'd love to see any of the wunderkins on here actually have to support, manage and...." blah blah blah something blah....

so, we have two types of astroturfer/FUDmiester now!

the wintroll, genus headusupbalmerusasses: posts about how windows superior market share and cheap price will always rule the world. fails to note that greater numbers do not mean greater evolution of life form. allergic to logic points about insects out numbering humans, yet not being superior.

and

the phonetroll, genus hollyshittiuswheredthisnewiphoneuscomefromus: posts about the superior company aspects of their chosen phone, forgetting that companies IT depts should make tech usable for employees, not manageable for their cushy six figure salary butts to sit and play minesweeper.

don't worry, future generations will mock you!

evolution, i give it two opposable thumbs up!

Jul 17, 08 - 10:18 am Comment from: Chris

Oh, for God's sake, what is your obsession with RIM?

Christ, go like your iPhones. Be happy. Everyone else isn't the evil empire that must be destroyed for you to be able to like your iPhone thingies.

Jul 17, 08 - 10:37 am Comment from: Demon

Ballmer's call to RIM, "Guys, I'm hearing you need a new OS, while I know we've had our competitive spats in the Smart Phone market in the past, we really need to team up. Look at the facts here guys, We've help Palm with Windows Mobile and we can help you too. All you need to do is start running Windows Mobile on all the handsets you sell. At least toss me a bone here guy's Apple is killing us too. Zune sells are in the sh!tter, more and more people are switching to Mac cause Vista is the crapper, and as you know the iPhone is becoming the smart phone market, If Google were to get it's act together soon, we could be fighting Android together too. So, Guys can we count on you to accept Windows Mobile as your savior?"

Jul 18, 08 - 01:39 am Comment from: jimmymac

i ordered my iPhone on saturday.
still nothing.
no shipment notice.
back-ordered.
I WANT MY iPHONE!!!!!!!!!!!!!!!
WAAAAAAAAAAA!!!!!!!!!

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