{"id":545201,"date":"2010-04-27T10:56:00","date_gmt":"2010-04-27T14:56:00","guid":{"rendered":"e2249889-c78b-43e3-9643-b1d7d4aa587b:429331"},"modified":"2010-04-27T10:56:00","modified_gmt":"2010-04-27T14:56:00","slug":"analysts-weigh-in-on-rims-new-software-after-capital-markets-day-at-wes","status":"publish","type":"post","link":"https:\/\/mereja.media\/index\/545201","title":{"rendered":"Analysts weigh in on RIM&#8217;s new software after capital markets day at WES"},"content":{"rendered":"<p>BlackBerry is cool again.<\/p>\n<p>Festivities at Research In Motion<br \/>\nLtd.&#39;s annual Wireless Enterprise Symposium trade show in Orlando,<br \/>\nFlorida get officially underway today with co-chief executive Mike<br \/>\nLazaridis&#39; keynote address, however, the BlackBerry-maker offered up<br \/>\nplenty of new details about its strategy during its capital markets day<br \/>\nwith analysts on Monday.<\/p>\n<p>On Monday, RIM took the wraps off two<br \/>\nnew BlackBerry devies &#8212; a CDMA version of the business-focused Bold<br \/>\ndevice and a 3G version of its Pearl flip phone &#8212; debuted its new<br \/>\noperating system software (BlackBerry 6), a new Web browser and a new<br \/>\nversion of its mobile voice system technology, which enables users to<br \/>\ncombine their BlackBerry and business landlines and will allow users to<br \/>\nmake phone calls over a WiFi connection.&nbsp;<\/p>\n<p>Earlier this month,<br \/>\nBlackBerry rival Apple Inc. unveiled a new version of its iPhone OS at<br \/>\nan event in San Francisco, which added new features including the<br \/>\nability to run multiple applications at the same time and a new in-app<br \/>\nadvertising technology, signalling the computer giant was planning to<br \/>\nlaunch a new version of its popular touchscreen smart phone later this<br \/>\nsummer. <\/p>\n<p>As RIM continues its push to expand beyond its core<br \/>\nbase of business users, an easier-to-use software interface and<br \/>\nsuperior Web browser are seen as integral pieces of the company&#39;s<br \/>\nbattle plan if it hopes to keep pace with the iPhone and devices<br \/>\nrunning Google Inc.&#39;s Android software. <\/p>\n<p>According to RBC<br \/>\nDominion Securities&#39; Mike Abramsky, the new OS and browser has a more<br \/>\nconsumer-oriented interace that &quot;may rival iPhone Android but appears<br \/>\nuniquely BlackBerry.&quot; <\/p>\n<p>BlackBerry 6 may offer &quot;RIM the<br \/>\nopportunity to narrow competitive gaps and sustain leadership,&quot; he<br \/>\nwrote in a note to clients on Tuesday.<\/p>\n<p>RIM says it plans to<br \/>\nlaunch BlackBerry six in the third quarter of 2010 and analysts expect<br \/>\nthe software to be loaded onto new BlackBerry touchscreen and QWERTY<br \/>\ndevices.&nbsp; <\/p>\n<p>Although analysts were generally encouraged by RIM&#39;s new software and<br \/>\nbrowser &#8212; both of which were perceived to be lagging significantly behind<br \/>\nApple&#39;s iPhone &#8212; there still remains some concern about how RIM plans<br \/>\nto roll out the new BlackBerry OS, which is seen as a complex<br \/>\ntechnology. <\/p>\n<p>&quot;Furthermore, we do not believe competition is<br \/>\nstanding idle &amp; new innovations (video conferencing, etc) as well<br \/>\nas the strong carrier promotions which RIM has enjoyed for many years<br \/>\nare becoming shared by other OEMs (Android, iPhone) and we see carrier<br \/>\npromotion commotion resulting in RIMM likely to spend more of its own<br \/>\nmoney on promotion &amp; subsidy efforts,&quot; Citigroup analyst Jim Suva<br \/>\nwrote in a note to clients Tuesday. <\/p>\n<p>While RIM remains the<br \/>\nmarket leader for so-called enterprise devices (read: business users)<br \/>\nin North America, Mr. Suva says that many companies are beginning to<br \/>\nlife the ban on non-BlackBerry devices on corporate networks, which is<br \/>\nbad news for the BlackBerry maker.&nbsp; \n<\/p>\n<p>&quot;While we recognize RIM\u2019s low global market share we see its<br \/>\ncore North America and enterprise market under attack and the consumer<br \/>\nspace innovation has increasingly become more intense and we believe<br \/>\nthis sets up for margin pressure as the future unfolds,&quot; he said.<\/p>\n<p>On<br \/>\nthe application front, RIM reiterated its strategy of not trying to<br \/>\ncompete with Apple on volume &#8212; Apple&#39;s App Store has nearly 200,000<br \/>\napplications &#8212; but rather by working with developers to create &quot;super<br \/>\napplications&quot; that weave their way into the BlackBerry&#39;s ecosystem. In<br \/>\nthe past, RIM has used apps from companies like Facebook and LinkedIn<br \/>\n&#8212; whose applications are integrated into BlackBerry&#39;s email contacts<br \/>\nand calendar applications &#8212; to illustrate this strategy, according to<br \/>\nDeepak Chopra from Genuity Capital Markets. <\/p>\n<p>RIM expects much of its future growth to come from international markets outside North America, Mr. Chopra said.&nbsp;<\/p>\n<p>&quot;Driven by the massive expansion of smartphones globally, RIM indicated<br \/>\nthat International expansion was the biggest driver of its growth, with<br \/>\nBlackBerry Messenger being a key theme,&quot; he wrote in a note to clients on Tuesday. <\/p>\n<p>&quot;North America is more<br \/>\ncompetitive, however, RIM believes that it can maintain its market<br \/>\nshare in the competitive context of the market.&quot;<\/p>\n<p>RIM&#39;s WES conference continues until Thursday.&nbsp; <\/p>\n<p>&#8211; Matt Hartley&nbsp; <\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/network.nationalpost.com\/NP\/aggbug.aspx?PostID=429331\" width=\"1\" height=\"1\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>BlackBerry is cool again. Festivities at Research In Motion Ltd.&#39;s annual Wireless Enterprise Symposium trade show in Orlando, Florida get officially underway today with co-chief executive Mike Lazaridis&#39; keynote address, however, the BlackBerry-maker offered up plenty of new details about its strategy during its capital markets day with analysts on Monday. On Monday, RIM took [&hellip;]<\/p>\n","protected":false},"author":4057,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-545201","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/545201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/users\/4057"}],"replies":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/comments?post=545201"}],"version-history":[{"count":0,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/545201\/revisions"}],"wp:attachment":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/media?parent=545201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/categories?post=545201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/tags?post=545201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}