$RIMM . One more headache and its from Android.

$RIMM has a nasty downtime on their BlackBerry service in Europe. This does not come at a good time.

For a company that place so much emphasis on its secure services, any downtime of such nature is not acceptable.

And if iOS and its secure iMessage is still not a strong enough threat, RIMM has a new competitor (in the form of Android).

Fast Company just reported that the Germans have a new project focused on making Android’s security the key focused. It comes with plans to work with corporate IT teams and partners to install, update or delete smartphone apps without going through app stores.

In a nutshell, a lot of what it attempts to do will marginalise RIMM further. The competitive moat that RIMM has for BlackBerry is being eroded at a much faster pace.

Remember MS Windows and the story of Linux? That is a huge market share that MSFT fail to hold on to.

The combination of iOS and Android is repeating history again. They are going to increase market reach, capture new markets all at the expense of RIMM.


Vested with a bearish bias.


$AAPL . Impact of iPhone (vs $MSFT)

When the iPhone was launched, Microsoft’s CEO Steve Ballmer laugh at the price tag, ‘missing entreprise features’, and how it will not gain significant market share.

Here’s the YouTube video to show:

Fast forward to 2011 (and we are already in Q4 2011), let’s just take a look at how MSFT performed over the last few years (from 2007)


$RIMM . $20 is breached.


While Apple ($AAPL) is having their conference, $RIMM drop like a stone from its opening rally and breached the $20 mark.

Some key points from Apple’s conference:

1. 93% of Fortune 500 are testing or deploying iPhone (nail in the coffin for RIMM)

2. 3 out of 4 tablets sold in US are iPads

“Consumers don’t want tablets..they want iPads” – Tim Cooks

3. iMessages are pushed to all your devices – securely encrypted end-to-end


I believe the above 3 points are enough to show how much catch up RIMM has to do.