From money.ca:
BlackBerry 10 is, by all appearances, a radically different operating system for RIM, and a big improvement over what came before. Even the company itself has undergone a reinvention of sorts since Thorsten Heins became CEO last January. He's remade the executive ranks, eliminated layers of bureaucracy and instilled a new sense of purpose in a workforce battered by layoffs.
The sad part is that while Heins took all of the right steps to get BlackBerry 10 to market, it's still likely too little, too late. RIM will have tremendous difficulty clawing back market share from Apple and Google's Android software, and the switch to the new operating system puts a big money-maker for the company-the revenue earned by providing services like security for subscribers and traffic management for carriers-in danger. Subscribers will soon be able to pick and choose what they pay for; some won't require any at all. Faced with these challenges, RIM is unlikely to return as a viable competitor to Apple and the army of Android handset providers. Android smartphones now dominate the market with a 68.3% share, while Apple controls 18.8%, according to research firm International Data Corp. RIM now accounts for just 4.7%.
Unless Heins has been hiding a new service or capability that is truly revolutionary, the new operating system is unlikely to pull RIM off the path toward drastic changes to its business, including a possible outright sale. At best, some analysts see BlackBerry 10 turning a modest profit for the company. Most are not banking on RIM's second coming. "This is the last great chance that RIM has," says Bill Kreher, a technology analyst with Edward Jones. "It may look like a totally different company if this does not work."
_________________________________________________________________________________________
I would prefer to not own a piece of a company that "is unlikely to return as a viable competitor", but I will throw some at it when (if) it comes back down to the $5's (buyout time).
With that said, that's why I'm more inclined to chase GLW - they supply glass for EVERYONE. They have very little competition (and likely never will).
Any other parts / chip / microprocessor makers should be good buying oportunities now too - if you are to believe that bazillions of high end phones will be sold in the next 2 yrs.
(more disclosure: I don't have a nickel invested in any tech companies)
__________________________________________________________________________________________
Here's something to chew on: Once (if) the rest of the air is let out of the BB balloon, which could be as early as year end, watch how fast Qualcomm comes to the rescue & buys Black Betty. (all IMHO).
And, I hope this is NOT another Bre-ex, Nortel story when the dust settles.
Holy **** - I'm done here............I do this **** every Monday - Friday while the market is open. I've done more DD today, than the last 500 Saturdays combined......lol & out.
