RIM Might License Blackberry OS

/

RIM CEO Thornton Heins via the Telegraph:

We don't have the economy of scale to compete against the guys who crank out 60 handsets a year. We have to differentiate and have a focused platform. To deliver BB10 we may need to look at licensing it to someone who can do this at a way better cost proposition than I can do it. There's different options we could do that we're currently investigating.

I call BS. Apple is leading the charge in Mobile and they only release one handset a year.

Apple Capture 75% Profit Share

/

Horace Dediu:

Apple reached 75% of profit share, nearly 40% of revenue share and 9% of units share.

This is very impressive. What's even more interesting is that from the consumer's perspective all these phones are the same price — $199. But while RIM, LG, and Motorola are executing on razor thin margins Apple is making tonnes of money. Check out the charts.

Ben Brooks on Facebook

/

 

Ben Brooks agrees with Paul Robert Lloyd's well-reasoned argument that Facebook has become arrogant, then simply arrests:

[S]o too has Google, Apple, Microsoft, and RIM.

That's a lot of people to throw on the pile with no rationale behind it. Not saying he's wrong necessarily, but you need to back that kind of a statement up.