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Blackberry had its first good idea in years

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Re: Blackberry had its first good idea in years

#2
I'm surprised that the author of the article left out QNX. QNX is already the OS of choice for the medical industry and is doing well in other "niche" markets like automotive. QNX in Action: Audi FPK Driver Information Display: http://youtu.be/Wlm6lD23d0g

They're still playing off the good idea the had for buying QNX 4 years ago now.

Re: Blackberry had its first good idea in years

#3
What I've read about Blackberry it seems like they entered the phone war when it was at level 1 and then tried to reinvent themselves when it had reached level 10. Guys like Mike Lazaridis talk as if they didn't realise that shift had happened. That the smartphone game had become so intensely competitive that their problem went far beyond picking the wrong strategies; they simply didn't have the ability to execute at the level required by the upgraded game.

This seems like a common mistake made by people who win early and win big, they don't necessarily have a proper perspective on the components of their success that were luck or timing.

Re: Blackberry had its first good idea in years

#7
Having an investment from a company like Blackberry may on the surface look just the same as any other investment. But in fact things are dramatically different. You may very well end up having your stock sold to the highest bidder at some future liquidation auction (there is a definitive chance of Blackberry ending like that) and then suddenly you find yourself with a new partner that you didn't choose. One that may even be in competition with you.

Another resource that Blackberry owns (QnX) is at risk of having the same happen to it, fortunately for the QnX users there are a very large number of companies that depend on the QnX for their real time needs including various governments so likely QnX will survive a meltdown.

Re: Blackberry had its first good idea in years

#8
Blackberry just doesn't have traction outside of the US, since most of the rest of the world deeply distrust the architecture of the Blackberry system (i.e. all data sent back to US-based servers). I think this is the one thing they must fix - the perception by the world that Blackberry is just a front for the CIA. Laugh all you want: I've heard this expressed in more than one location here in Europe, enough so that even if its a falsehood, its a solid one that isn't going anywhere. RIM(/Blackberry) haven't done very much to assuage this fear, alas .. and more to the point, seem resistant to doing so, which make the suspicions even more warranted.

Re: Blackberry had its first good idea in years

#9
post #2

I'm surprised that the author of the article left out QNX. QNX is already the OS of choice for the medical industry and is doing well in other "niche" markets like automotive. QNX in Action: Audi FPK Driver Information Display: http://youtu.be/Wlm6lD23d0g They're still playing off the good idea the had for buying QNX 4 years ago now.

Without reading the article I had assumed they were going to be talking about QNX. That is basically keeping the company alive.

Re: Blackberry had its first good idea in years

#10
post #8

Blackberry just doesn't have traction outside of the US, since most of the rest of the world deeply distrust the architecture of the Blackberry system (i.e. all data sent back to US-based servers). I think this is the one thing they must fix - the perception by the world that Blackberry is just a front for the CIA. Laugh all you want: I've heard this expressed in more than one location here in Europe, enough so that…

The earnings don't support your anecdotal hypothesis. Blackberry had explosive growth in South America and Southeast Asia after the US market stagnated around 2009. Blackberry's ONLY growth has been in emerging markets for the past 5 years, however even that is slowing down, but I think you'd be hard pressed to prove that's due to any sort of connection to US Intelligence.
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