Quote:
Originally Posted by Alexander
It remains to be seen whether Research In Motion will benefit from licensing their software to other phone manufacturer in the long run or whether this is the surest way to cannibalize the sale of their BlackBerry phones.
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Looks like some bank analyst caught my line and sent a note to his clients to express his worries:
With nearly 70 percent of RIM's revenue stemming from sales of its BlackBerry wireless e-mail device, the company must ensure customers keep buying its new models if its business is to expand, Citigroup analyst Daryl Armstrong said in a note. That is particularly important now as RIM subscriber growth appears to be stabilizing at about 650,000 to 700,000 per quarter, he said.
More
at Reuters.