Research In Motion
Enterprise strength is waning
If there is one thing that RIM has over its competitors, it's that its phones are well liked by business and government users. The security afforded over the BlackBerry system is good enough for government agencies; in fact, up until October 2011, a BlackBerry was the only phone that can be used to remotely access email on most Department of Defense systems.
This position as enterprise leader has already started to come under fire, with oilfield-service giant Halliburton announcing a move from BlackBerry to Apple's
Microsoft may already have a leg up on its competitors, because Windows is already the operating system of choice for most large businesses. The idea of a phone that can be an extension of your desktop at work -- including a streamlined integration of Outlook, the most widely used email client -- could bode well for Mr. Softy and its more recent foray into the mobile space.
Consumers are important, too!
While RIM could probably do well enough by focusing on its enterprise business, the true money in mobile is made when consumers are buying your products. It wasn't all that long ago that BlackBerry was the smartphone to have. Now, more than 75% of the 100 million smartphones owned are either Google
Is it too late for RIM?
Research In Motion still has an opportunity to capitalize on the current smartphone revolution. It is just going to take some different thinking by those in charge of the company. A new CEO is a good start; only time will tell if having similar ideas to the previous regime will keep the company mired in its current slump.
The emergence of mobile computing isn't a new story, but there's still plenty of opportunity for savvy investors to cash in on this once-in-a-lifetime trend. We already know many of the largest players well, but some of the best ways to play this shift are still under the radar. To expose our readers to these companies, the Fool recently wrote a free report detailing 3 Hidden Winners Of The iPhone, iPad, and Android Revolution. We made it absolutely free to our readers as well, so access your free copy today.
Fool contributor Robert Eberhard holds no position in any company mentioned. Follow himon Twitter, or check out his holdings and a short bio. The Motley Fool owns shares of Apple, Microsoft, and Google. Motley Fool newsletter services have recommended buying shares of Nokia, Apple, Google, and Microsoft, as well as creating a bull call spread in Apple and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.