Quote:
Originally Posted by fleury
Is that the reason this thing has dropped so badly today? One thing about RIM is that they're really being innovative at all. They're really not being all that creative with their products and after awhile, it'll kill their brand. You can really trust product loyalty so long before others come out with really different things, and especially in the tech industry, you become a chaser. RIM has a really good product with their keyboards and push system, but after you get past that, personally I find their OS irritating, and the trackball 18th century. They just gotta change in the consumer market, and that's what's scary about holding their stock - their refusal to change.
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I think for any sort of tech industry that makes consumer goods (RIM, Apple notably) its so easy for someone to come across with some shiny new feature to knock them off their pedestal. (Sorry FanIn80) There really doesn't seem to be that much that gives them that big of an advantage other IMO. I don't touch RIM and Apple for that reason. Now Intel, OTOH... you won't see anyone other than AMD giving them a run. Especially with so many reports from various VC's and their blogs/news/rumours that they just don't fund startups in ICs anymore, even WiMax and the other hot IC's out there. To me, to put money into tech, the competitive advantage is what IP's you have to protect you for the next 20-50 years, and not marketshare that holds you the next 20-50 days.
Inside of who I watch as far as tech goes, Intel, Nvidia, Cisco and TI are pretty solid for the next few decades as far as buys go. Maxim, Intersil, Linear Technologies, Analog Devices, Applied Materials, Xilinx, Motorola are a pretty sure bet to stay competitive with the IPs they have... not sure if they are priced right for it. National Semi has a lot of IP too, but I don't know if I'd invest in them myself. I waiver on IBM, it always seems a little overrated to me for just business software.