The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
Research In Motion's CEO says the company is not in a death spiral. He's wrong. First, just look at the numbers. The mobile device market is exploding right now, yet RIM's unit sales are falling (as are Nokia's). The company just delayed its next-generation product and has ratcheted up the cost-cutting. That's a bad sign. Look at Hewlett-Packard's recent woes. The company may have cash to give it some time, but it'll likely start burning through that cash very soon. Lots of people say Apple's iPhone killed the BlackBerry, but John and David disagree. RIM's inability to move past its first innovation -- namely, secure email -- ultimately killed the company.
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David Meier owns shares of Apple. John Reeves owns shares of Apple and Google. The Motley Fool owns shares of Apple and Google. Motley Fool newsletter services recommend Apple and Google. Try any of our Foolish newsletter services free for 30 days. We Fools may not 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.