What's Wrong with BlackBerry (and What to do About It)
How can a company with US$15 billion in revenue still be in trouble? Michal Mace, former Chief Competitive Officer and VP of Product Planning at Palm, VP of Strategic Marketing at PalmSource, director of Mac Platform Marketing at Apple, breaks down what's really wrong with Blackberry (and what to do about it).
In my opinion, RIM is indeed in danger, probably a lot more danger than its executives realize. But I don't agree on the reasons most people are giving for why RIM is in trouble, and I think most of the solutions that are being proposed would make the situation worse, not better.
The fault lies not in our ties, but in our selves. In my opinion, RIM's real problems center around two big issues: its market is saturating, and it seems to have lost the ability to create great products. This is a classic problem that eventually faces most successful computer platforms. The danger is not that RIM is about to collapse, but that it'll drift into in a situation where it can't afford the investments needed to succeed in the future. It's very easy for a company to accidentally cross that line, and very hard to get back across it.
Get the full, long and detailed analysis over at Mobile Opportunity.