Dvorak fears RIM has seriously lost touch with reality
[Via MacDailyNews]
“The minute Apple Inc.’s iPhone appeared and rocketed to glory, everyone was wondering what RIM would do… So far, the company has been in the tank with a couple of real dogs,” John C. Dvorak writes for MarketWatch. “The first howler was RIM’s Storm, which I personally tried and found to be impossible to use and also annoying. Now we see the PlayBook, which will turn out to be a disaster.”
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Sounds really bad until you remember what Dvorak said about the iPhone:
The problem here is that while Apple can play the fashion game as well as any company, there is no evidence that it can play it fast enough. These phones go in and out of style so fast that unless Apple has half a dozen variants in the pipeline, its phone, even if immediately successful, will be passé within 3 months.
There is no likelihood that Apple can be successful in a business this competitive. Even in the business where it is a clear pioneer, the personal computer, it had to compete with Microsoft and can only sustain a 5% market share.
And its survival in the computer business relies on good margins. Those margins cannot exist in the mobile handset business for more than 15 minutes.
Looks like RIM has some great days ahead of it, using Dvorak as a contrarian voice.
A Man With A Ph.D. 