Despite the continual bashing of RIMM (RIM.TO) by Americans,
Hey, this is not about nationality, I was/am negative on RIMM. I love Canada
I am following RIMM closely and let us look at the big five phone makers who will duke it out in the smartphone space. This doesnt include HTC, Samsung, LG, MOT etc.
aapl 315 billion
goog 200 billion
nok 40 billion
rimm 33 billion
msft 244 billion
It is well known that RIMM is losing market share. In the most recent quarter, RIMM had year over year unit volume gains but still lost market share. If anything, RIMM is going to face more intense competition not less. The main advantage of RIMM so far was the corporate market but this also changed with the introduction of windows phone. Dell which was using RIMM has taken it out and replaced with its own windows phone. We also know that RIMM has failed to make its app store palatable to developers.
Regarding the tablet, it is not going to be a cake walk. RIMM has to create a space for itself and it is going to be a dog fight.
That said, 2011 and 2012 will be defining years for RIMM. While RIMM and MSFT are in the same ballpark as far as valuation goes but I believe Microsoft is a better business.