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9 years ago   -   3 comments   -   2.7K views
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excerpt: BlackBerryOS berapa aja pasti dibuang karena barang jadul….

The sad truth is that a white knight can’t fix RIM with some magical sword anyway. If that were possible, it would have been done already. If someone were to buy RIM, you can kiss the platform good-bye, at least as a mainstream option. If RIM were to be bought, it would be stripped for its parts, and the BlackBerry would die sooner or later under the new owners. Fortunately for RIM, its low value means it’s not likely to be bought, giving it time to resurrect itself—regardless of the frustrations of its stockholders and financial analysts.

Full berita:
No sale: Why a new owner can’t save the BlackBerry
A new CEO promises more of the same, so some investors call for RIM to be sold. Here’s why that is a bad idea for troubled RIM
By Galen Gruman | InfoWorld
Follow @MobileGalen
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Witin hours of Research in Motion getting a new CEO Sunday night, some investors were again calling for the company to be sold, having lost faith that RIM’s management can save this listing ship. That’s hardly a vote of confidence, nor a new desire. Just last week, rumors that Samsung was looking to buy RIM, caused Samsung to issue a swift public denial of any interest. Every few weeks, there seem to be rumors that some company wants to buy RIM. I suspect much of that talk is sparked by investors hoping for a quick runup in RIM’s stock price so that they sell their shares at less of a loss; some no doubt comes from financial analysts and investors hoping to pressure RIM’s management to fix the troubled device maker. But it would be a terrible mistake if it happened.

The reason that investors (and many IT organizations, I supect) call for a new owner is that they want a knight in shining armor to rescue the company, which dismissed the iPhone in 2007 as an inconsequential product and whose co-CEOs (now board members) have been repeating that assertion ever since, despite the ascendance of first the iPhone and then Google Android as RIM’s own BlackBerry users began jumping ship. BlackBerry is now the distant No. 3 in the U.S. smartphone market as a result.

But the sort-of-new CEO, Thorsten Heins (he had been the COO), is no fairy-tale white knight. He’s promising to hold the course of RIM’s unfulfilled business plan, making the usual noises about wanting to focus on the consumer and being innovative—noises that RIM has made for a couple years but not delivered on. His concessions have so far been minor, such as indirect criticism of the slow delivery of products at RIM and a lukewarm willingness to eventually consider licensing the BlackBerry platform or its email software to others. Investors were not impressed, sending RIM’s stock down 8 percent yesterday amid renewed calls for the company to be sold to some white knight.

The sad truth is that a white knight can’t fix RIM with some magical sword anyway. If that were possible, it would have been done already. If someone were to buy RIM, you can kiss the platform good-bye, at least as a mainstream option. If RIM were to be bought, it would be stripped for its parts, and the BlackBerry would die sooner or later under the new owners. Fortunately for RIM, its low value means it’s not likely to be bought, giving it time to resurrect itself—regardless of the frustrations of its stockholders and financial analysts.

The truth is that if RIM is to rebound, it needs to save itself. Yes, RIM had proven multiple times that it can’t execute anything really different than what it’s already delivered, as its current BlackBerry 7 devices demostrate. That’s why it’s QNX-based BlackBerry reboot effort known as BlackBerry 10 OS—whch has been delayed until late 2012—is so critical. I think it’s RIM’s last shot at surviving as a major mobile player. At this stage, RIM is too far into that effort to change directions yet again; this needs to work, or RIM needs to call it a day.

When RIM’s stock tanked before the holidays—a sign its investors were giving up on RIM—I started asking analysts, CIOs, and others what they would miss about the BlackBerry were RIM to suddenly disappear. I expect RIM to linger for a few more years at least, but I posed the question that way to understand what the real value was they saw in today’s RIM, to see if maybe RIM could use what it has already built as the basis for a comeback. If a white-knight scenario were to be plausible, there’d need to be such untapped value for a new buyer (or management team) to leverage.

I got few real answers, which suggests strongly that the value of RIM’s technology portfolio has largely disappeared. RIM clearly came to the same conclusion more than a year ago when it announced it would drop its legacy BlackBerry platform in favor of the QNX operating system it bought in spring 2010. That need for a new core makes sense, given that the whole approach to devices, operating systems, and security management that traditional BlackBerry platform encapsulates belongs to a bygone era.

RIM was an amazing innovator in the early 2000s, bringing messaging capability to those on the road using the primitive paging networks of the day. We take that for granted now, but a decade ago, it was as revolutionary as the first PC, as Lotus Notes in its early years, and as the first laptop. Like Notes, the BlackBerry has become an awkward living fossil, a porked-up relic distorted and hobbled by the layers of stuff added over the years in an environment fundamentally changed by the iPhone and the consumerization phenomenon.

So what value does RIM still have? Here’s the short list….... [snip]
(lanjutkan baca dengan meng-click link di bawah)

sumber: Majalah InfoWorld
[link URL]


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9 years ago   -   0 comments   -   1.2K views
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Singkat cerita,
menurut Reuters, bahwa pemimpin baru RIM hanyalah boneka bekas 2 CO-CEO. Jadi saham turun lagi 8%.... dan para pemegang saham tetap menganjurkan agar RIM di pecah2 dan dijual.

(Reuters) - The new leader at Research In Motion on Monday dismissed talk of drastic change at the BlackBerry maker, a declaration seized on by impatient investors who say Thorsten Heins has only 12 to 18 months to turn RIM around.

Takeover talk, swirling around RIM for months, picked up steam as Heins took the helm at a once-dominant smartphone company that now struggles to compete. But RIM’s shares tumbled more than 8 percent as investors wondered whether Heins could reverse RIM’s decline.

“I don’t think that there is some drastic change needed. We are evolving ... but this is not a seismic change,” said Heins, who joined RIM in 2007 and previously served as a chief operating officer.

RIM’s co-CEOs Mike Lazaridis and Jim Balsillie, the men who engineered RIM’s rise, resigned on Saturday after intense investor pressure. Their presence had been seen as a big obstacle to a possible sale of the company, although Heins insisted that was not an option he was considering.

Shareholders and analysts have grown impatient in recent months and calls for Lazaridis and Balsillie to step aside had reached a crescendo. RIM has lost market share and market value after being comprehensively outplayed by Silicon Valley tech giants Apple and Google.

“If Thorsten really believes that there are no changes to be made, he will be gone within 15 to 18 months. He will be a transitional CEO and this will be a transitional board,” said Jaguar CEO Vic Alboini, who leads an informal group of 16 RIM shareholders calling for a radical restructuring. The group holds a little less than 10 percent of RIM’s stock.

Lazaridis and Balsillie - two of RIM’s three largest shareholders with more than 5 percent each - will remain board members, while Lazaridis will also head a newly created innovation committee. Their new roles suggest continuity was a goal in the transition.

Critics have called for a new leader who can rejuvenate both the design and operational sides of the business, or prepare it for sale to one of a raft of rumored buyers.

Heins, a former Siemens AG executive, said during a conference call on Monday that he would hone rather than abandon current strategy at RIM, which after years of massive growth needed to start operating like a mature business, not a startup.

The new CEO, who scored his last major promotion as RIM was shedding some 2,000 jobs last June, said no further job cuts were currently planned and that with RIM’s $1.5 billion in cash he had no qualms in spending on the right projects.

“If I have a great strategic project or a good business case I can go to the board anytime and ask for approval for additional investment and the money’s in the bank to do this,” he said.


Analysts were cautious.

“People may have been a little disheartened that he was defending the current RIM strategy,” said Morgan Stanley analyst Ehud Gelblum. “I think (investors) might have wanted to hear a mea culpa.”

“People would have been happier hearing ‘we are on the wrong path’. We didn’t hear a lot of talk about change.”

Jaguar’s Alboini criticized the retention of Balsillie and Lazaridis on RIM’s board and called for several other board members to step down before RIM’s mid-year annual meeting.

“If we’re wrong, prove us wrong,” Alboini said in an interview, referring to the group of shareholders who support his view. “This group is not going anywhere. This is just putting RIM in a position where it might be able to get back into the game. It’s early days.”

Barbara Stymiest, a former banking and exchange executive, will replace Lazaridis and Balsillie as the chair of the board. Stymiest, a RIM board member for five years, is also viewed as an insider tied to the old regime.


Heins’ immediate concerns are to generate sales of RIM’s current lineup of BlackBerry 7 touchscreen devices, deliver on a promised software upgrade for its PlayBook tablet computer by February, and rally RIM’s troops to launch the next-generation BlackBerry 10 phones later this year.

But even if he had a credible overall plan to foster change, some analysts question whether RIM had fallen too far behind its competitors to catch up.

Its existing product lineup has struggled to compete with Apple’s iPhone and iPad and the slew of devices from Samsung and others using Google’s Android operating system. In North America particularly, RIM has hemorrhaged market share during a year marked by product delays and a botched launch of the PlayBook.

“If RIM’s going to grow in the U.S. ... they have to have products better than the iPhone or Android,” said Pacific Crest analyst James Faucette. As of now, “they don’t have products that are competitive with those, let alone better.”

But RIM has also shown a renewed seriousness about getting its message delivered, hiring crisis management firm Sitrick and Company as strategic counsel.

Sitrick helps companies in crisis and celebrities navigating scandal. Clients have included Paris Hilton as she faced jail time and Michael Vick, an NFL quarterback involved in a dog-fighting ring. The firm also helped Roy Disney remove Michael Eisner as chairman of Walt Disney.


Analysts circled their calendars for an analyst day in early May as the first opportunity for the new leader to lay out a detailed plan for reversing the decline.

The event “will now become the focal point to the unveiling of Thorsten’s vision,” CCS Insight analyst Ben Wood told Reuters. “The speed with which you make strategic changes and implement them is absolutely critical because the mobile phone business will not stand still.”

“If there are no meaningful signs of an imminent turnaround, then I think the spotlight will turn back on to the assets that RIM holds and who they might be attractive to.”

Investors have seized on any rumor of a deal involving RIM as a reason to celebrate, whether talk is of a pact with Amazon as reported by Reuters in December, or with Samsung last week.

Analysts have said logical buyers for RIM also include fellow-struggler Nokia, perhaps with support from Microsoft, and Facebook which is increasingly pushing its content to users via their mobile phones.

If there is no obvious buyer, Heins has more immediate options to add value to the business.

RIM could license its software or integrate its email package, a strategy that many analysts and investors have thought the company might pursue. Heins said it would be wrong to focus on that option but he is still open to discussions.

“RIM have had big challenges in the past and they succeeded in moving from a corporate product to be also a consumer product, to get a foot in the consumer market and very few people expected them to do that,” consultant John Strand said.

“Now they have to reinvent themselves again.”

RIM’s U.S.-listed shares closed 8.5 percent lower at $15.56, for a market capitalization of little more than $8 billion. In the company’s heyday, just three and a half years ago, it had a market capitalization around $80 billion.

sumber dari reuters: [link URL]


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(Jan 25, 2012 10:40 pm)

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