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Originally Posted by sclitheroe
I think that RIM is at the same point more or less. Their hardware is decent, but their OS has been allowed to stagnate. There are a lot of signs pointing to the fact that OS 6 is either the end, or close to the end, of the line for the current OS. BES works well, but its the same story; it’s clunky, difficult software to work with, and its as easy to break as it is rock solid when its working.
It’s not necessarily a death knell for them - you can look at Apple and how they resurrected their software platform with OS X and it’s derivative, iOS, over the last 10 years as a strong indicator that you can radically revamp your codebase and emerge stronger. You can also, though, look at Palm, who rode their legacy OS all the way into the ground as an example of what not to do.
RIM’s advantage is what they have now works well at what it does, there’s no question of that, but it’s clearly not a technology that is forward facing when compared to its colleagues in the marketplace. So they at least have some time, hopefully, to do some solid innovation and R&D to put themselves back in the race.
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Funny, I read something about how American investors have given up on RIM, but Canadian investors still like it.
RIM's best bet would be to figure out a strategy to run their software on top of Android. BES is their best asset, and if they could figure out how to build a secured android phone, they could keep everyone using BES before someone else comes up with something that will compete on the enterprise level.