I saw those, instead of losing customers a few at a time, we're talking thousands. 25K at Dell alone.
Damn...
That's 1/2 million potential defectors from BOA & Citi
The article is not clear. More info needed. Are those 1/2 million combined employees at BoA and Citi the total number of employees employed at those two companies or the total number of employees who are issued Blackberries? If the former, it might be a lesser (though still significant) impact.
Either way it's still bad. The Dell news shouldn't surprise anyone but BoA and Citi ditching RIM is big news and a huge blow to RIM. I honestly thought that RIM wouldn't begin to lose any large customers for another year or two. This would give them some time to beef up a new line of smart phones that integrate with BES. Seems like it's crunch time for RIM.
Looks like WM7 arrived just in time...
This is the beginning of the end for RIM...and beginning of three-way war between Apple, Google, and Microsoft for the coveted corporate market.
I predict MS will be the winner as WM7 will eventually integrate best with current infrastructure.
I know MS is late with their reboot and Android and iOS are getting all of the news but I think with MS's dominance in the corporate world that they have the best chance of usurping RIM's market.
Apple has never fared well with the corporate world. Their iOS policies and lack of corporate friendly/needed features automatically put them at a disadvantage.
Google would be the logical competitor with MS if RIM falters and becomes irrelevant. They are offering office type apps, granted it's mostly web based, and their Android OS offers more flexibility from a corporate standpoint.
RIM down from 46% to 22% of smartphone sales, in a single year... that's catastrophic.
Yes and no. Much like the iPhones, their sales percentage can drop but they can still be selling more phones. The smart phone market is increasing in size by the day. I believe (don't quote me on that) that RIM's last report showed increased growth in number of Blackberry phones sold. Of course, the next reporting period is going to show some serious hurt with Dell, BoA, and Citi leaving RIM's ecosphere.