PK de C'ville

Comment Stream » RIMM

Comment Stream
Filter comments by:
Highest rated Latest comments
Or filter by symbol:
  • Revisiting the iPhone’s Browsing Market Share (Part II)
    "I also received hate-mail from iPhone-junkies."

    Easy to say. It's a meme. On your 1 you did receive 3 aggressively expressed comments from Apple fans, 1 from a Windoze guy, and 7 well behaved folks expressing skepticism with your mistaken conclusion.

    I commend you for correcting yourself on the significance of AdMob, but I really didn't see much 'hate mail'.
    Oct 23 11:42 am |Rating: 0 0 |Link to Comment |View article
  • Research in Motion's Storm: Why It Matters
    Larry,

    Any information on the Storm OS and how it compares to iPhone's OS X would be appreciated.

    Big Hairy Question: Will the Storm ecosystem be competitive with Apple's iApps store relative to ease of use, reliability, security, low cost apps, total app downloads?

    If not, the Storm will be stuck in the domain of a feature rich 'smartphone'. It will not be a platform ala Mac and Windows and, if that's the case, why are you even referring to the Storm "a rival to Apple's (AAPL) iPhone 3G"?
    Oct 09 08:16 am |Rating: 0 0 |Link to Comment |View article
  • Revisiting the iPhone's Browsing Market Share
    "US/WW Share of smartphone traffic" - NOT.

    Seems like the other mobiles are going to special mobile websites audited by AdMob.

    "Oh. Isn't that cute? They can access the internets!"

    Well, it's true in the sense that the other mobiles are true 'smartphones' while the iPhone is really in a class by itself - the only pocket <standard> web browser.
    Sep 16 10:51 am |Rating: 0 0 |Link to Comment |View article
  • Are Global Smartphone Sales Poised For Takeoff?
    I agree w/ much in the article, but really, what would you say if you analyzed the prospects of the iPhone?

    My view is the iPhone is in a category of 1 today. If the other high end mobiles are 'smartphones' then I'd call the iPhone a mobile phone platform with the potential to dominate as Windows 95 did in its heyday. We'd have to call it a 'Worldphone' or some other moniker.

    Seriously, with 95% of all mobile internet traffic originating from the newly introduced iPhone, what might explain that? And what explains 3500 apps in 45 days? 100,000,000 downloaded apps?

    Dean, Please do an article on the differences you note between an iPhone and a smartphone. I think it would be very informative.
    Sep 10 07:06 am |Rating: 0 0 |Link to Comment |View article
  • Apple Ups The Ante With 3G iPhone - But RIM's Almost Ready to Counter
    How's Rim going to match the iPhone OS X and SDK?

    OS X is Unix in your pocket including a history of development and maintenance going back 4 decades with contributions by the brightest all star computer scientists and developers throughout the journey.

    Programming the SDK is as powerful as "programming for a desktop".

    What does Rim base its development on?

    Game Over.

    Set.

    Match.
    Jul 11 09:47 am |Rating: 0 0 |Link to Comment |View article
  • Here's What Will Happen To Apple's Rivals
    SmartPhone market? I guess the people whistling past the grave yard think the iPhone is a SmartPhone.

    Can you spell p o c k e t c o m p u t e r?

    How about T o a s t?

    Sorry. Like Mike says, the game's over.
    Jun 17 17:36 pm |Rating: 0 0 |Link to Comment |View article
  • The iPhone-BlackBerry Showdown Continues
    @tom1234

    The old data on sales per sq ft ws $4600/ft, in a class by it's own compared to something like $800/ft (???) at Best Buy.

    Given the last qtr returns on the retail division (up 50%), I guess the $4600 est will be revised to $6000+/ft, which comes from another universe.
    May 21 11:28 am |Rating: 0 0 |Link to Comment |View article
  • The iPhone-BlackBerry Showdown Continues
    Comparing: RIMM is a one trick pony and they have about 3 years to develop another trick(s). Apple is a beast that knows multiple tricks and is known to be developing others.

    The problem for RIMM (and MSFT) is Apple's tricks are incredibly dollar and time costly to match. For openers, think Std and mobile OS & apps, music, movies, TV shows, user interface, global marketing, and ongoing innovation.

    I'm sorry. It's nothing personal guys, but the game's over. Apple has been quietly at work for years, developing and perfecting their tricks; Apple dominates for the next 5 years, at least.

    It ain't even close. Michael Jordan against some wanna bes.
    May 21 11:24 am |Rating: 0 0 |Link to Comment |View article
  • iPhone (Apple) vs. BlackBerry (RIM): Which Do Consumers Love Most?
    Cicero,

    Point made. The question is "Why didn't Paul see that, given HIS data, Apple's won and RIM is sucking wind?"

    Email access is the predominant feature RIM's users love. Apple will add push email this summer. How about Apple's strong points? Looking at the 1st chart, Rim has a CHANCE of neutralizing ONE of those this year. Apple's OS X based advantages are way too advanced and powerful for RIM to overcome.

    I give RIM a year to figure out a business solution and I'm also betting that msft will be in the picture.
    May 09 06:53 am |Rating: 0 0 |Link to Comment |View article
  • Wanted, Dead or Alive: The iPhone Killer
    Apple calls it the iPhone, but it could more accurately be called the iPC (i Pocket Computer). It's the world's one and only iPC.

    How long do you think it'll take for someone else's iPC to make it into your pocket? My guess: msft will screw up their 1st release in 2010, followed by something that works a year later. By then, it'll be too late and the iPhone will dominate its mkt, just like the iPod does today.

    Oh, and as an added benefit, msft transitions into a Mac OS X application services company benefiting humanity by removing all of it's crap OSes from the mkt!
    Apr 17 11:43 am |Rating: 0 0 |Link to Comment |View article
  • Wall Street Breakfast: Must-Know News
    Eli,

    "What's still missing? Multiple carriers, and corporate management tools."

    Apple promised Corporate Mgt tools at the SDK event. Multiple carriers? Still missing.
    Mar 07 07:59 am |Rating: 0 0 |Link to Comment |View article
  • Google, Apple, Research in Motion and Amazon: Are "The Four Horsemen" Overvalued?
    Toro,

    What happens to aapl's earnings if the iPhone rollout exceeds the iPod juggernaut? Your consensus estimates for 08 and 10 do not include the growing understanding that aapl will ship 40+ million iPhones in 2009 with 60+ mil to follow in 2010!

    And with each iPhone subscriber, we have new estimates that PROFIT per subscriber will be near $216/yr!

    I adjust your projected earnings growth numbers to:

    2008 - $4.73 ===> 6.00
    2010 - $7.46 ===> 12.00

    Although the iPhone may not prove the juggernaut some think it will be, the impact on the bottom line is incredible, yes?

    The prudent investor would run the numbers under two scenarios: juggernaut vs "also ran" AND then watch iPhone developments VERY closely.
    Nov 02 10:41 am |Rating: 0 0 |Link to Comment |View article

PK de C'ville's Comments Stream Stats

  • 98 Comments, 2 , 0
  • Total Comment Stream rating - = 2