Bob Lefsetz thinks RIM and BlackBerry are in the death throes of a stranglehold from Apple’s iPhone and Google Android smart phones:
BlackBerries do one thing incredibly well, process e-mail. And that’s it. If you think BlackBerries surf the Web well, then you don’t, or have never used an iPhone. Sure, RIM sells a touch screen BlackBerry, but that’s like the Beach Boys doing disco music, or Elton John rapping. The Beach Boys actually tried that. Didn’t work too well. If you’re a musical act, you can’t follow trends, you’ve got to be you. But in both tech and music, you only survive if you’re ahead of the curve, and not if you’re behind.
In fewer words but a similar sentiment:
It’s all about software. And software can have no glitches. The reason Apple is triumphing is because their gear just works.
I’m not so sure RIM will die. They are making changes quickly to adopt a software profile but the transformation may get ugly.