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RIM CEO: We want to be the number three platform on the market

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Re: RIM CEO: We want to be the number three platform on the market

#14
post #6

> Android powered 68% of the phones that shipped that quarter. Apple’s iOS platform ran on 17%. Those two numbers add up to 85%, so setting your goal to become the “number three platform” means you’re targeting 15% of the market. That's... not true. Trying to be #3 doesn't mean you say "OK, we won't get any customers from the first two, so all we have left are that 15%" it just means you don't think you can take enou…

Plus, they only need 8% of the market to be #3, not the whole 15%.

Re: RIM CEO: We want to be the number three platform on the market

#15
The difference between the Blackberry my work gives me and my personal iPod touch is staggering.

  * Web browser is pathetic.  
  * Pandora and Tunein apps are wonky. They stall for no reason, and turn on after you pause them.  
  * Kindle app is a pale imitation.  
  * Facebook app is so bad, you're better off using the mobile facebook on the web browser.
The only thing I _like_ about my Blackberry is the physical keyboard and the email/text/bbm environment. It's clean, functional, and the best of breed... for 2005.

RIM might be a big player on the international scene for a cheap smartphone (especially if they do i18n right) but they're not going to recapture the iPhone/Droid market without a major overhaul.

Re: RIM CEO: We want to be the number three platform on the market

#16
If he had said "we're aiming to be #1 in 2 years", he'd look completely out-of-touch with reality - employees deflate due to a clearly unattainable goal, investors get concerned about an unrealistic strategy, etc etc.

Picking an achievable goal vs. promising an unachievable one is better for morale of everyone involved IMO.

Re: RIM CEO: We want to be the number three platform on the market

#18
post #16

If he had said "we're aiming to be #1 in 2 years", he'd look completely out-of-touch with reality - employees deflate due to a clearly unattainable goal, investors get concerned about an unrealistic strategy, etc etc. Picking an achievable goal vs. promising an unachievable one is better for morale of everyone involved IMO.

Problem is were are they now and I take it he means globaly. It is not about volume but more so about margins, both is nice. Over the years RIM's margins have got smaller and smaller and it is that which has help maintain its overall market share with regards to number of devices sold. So when a CEO makes a albeit pragmatic statement about acheiving a goal of being number 3, then you have to look at were they are now and that is 3rd from what I can tell. Though it does vary survey to survey and which market you look at as well, so not that easy to get a true picture. Also the margins in profit per device is a bigger issue that tends not to factor in alot of surveys and then RIM's margin is not just on the device but the onrunning use of its services indirectly via a telco on way or another.

But just keeping the footing they have now, is not a bad plan of attack. But as you say, he is being realistic and that is something refreshing and reasuring for a CEO and in that I wish them well.

Re: RIM CEO: We want to be the number three platform on the market

#19
post #16

If he had said "we're aiming to be #1 in 2 years", he'd look completely out-of-touch with reality - employees deflate due to a clearly unattainable goal, investors get concerned about an unrealistic strategy, etc etc. Picking an achievable goal vs. promising an unachievable one is better for morale of everyone involved IMO.

Agreed. Still, it might have been stronger to frame the conversation in terms of resegementation. "For users who want X we will have the best phone, and this will mean that we can grow and build as the third largest platform."

Re: RIM CEO: We want to be the number three platform on the market

#20
Unfortunate the way it was said. Jobs said something similar but it sounds so different:

"Apple's market share is bigger than BMW's or Mercedes's or Porsche's in the automotive market. What's wrong with being BMW or Mercedes?"

Where the BMW/Mercedes could have been RIM's analogy to something in the enterprise world.

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