Original URL: http://www.theregister.co.uk/2007/06/11/rim_growth/
RIM's growth to 'outstrip Apple'
BlackBerry demand looks set to continue
Reg Technology Panel A little while ago, a Reg Reader poll seemed to indicate that the Microsoft threat was going to clip the wings of RIM in the enterprise mobile messaging and applications space.
At that time, RIM was still suffering the effects of a legal spat over alleged patent infringements, and we were picking up a lot of anecdotal feedback from various vendors and service providers supporting the view that RIM's dominance was coming to an end.
Maybe some of this was wishful thinking on the part of those who complain about the BlackBerry business model, in which RIM has held its own with the mobile operator community and generally maintained its position at a premium price point across the market as a whole.
In fact, in a research note we just received from TD Newcrest (a division of TD Securities Inc), financial analyst Chris Umiastowski said: "RIM's expected growth is far higher than Apple's. We are aware that many investors look to Apple as a comparable 'growth' company to RIM. Exhibit 2 shows that RIM appears to be outgrowing Apple significantly."
Here is Chris' chart to illustrate the point:
And there appears to be no shortage of evidence that the BlackBerry is still in demand – just look around you on any commuter train and there'll usually be someone tapping into a BlackBerry within a few rows of where you are sitting.
With all this in mind, we thought it was time for another check of what's going in readers' organisations with regard to mobile email use, and other forms of mobile solutions. So, if you have a few minutes, we'd be grateful if you could let us know about your own activities and plans in our latest mobile barometer survey here. ®