Re: I'm baaaaaaaaack!
I have a pretty ominous feeling about the A10...I'm thinking it may not be arriving in the timeframe we expect, or as the device we expect. If it does, they are going to have one heck of a time moving those units unless they deliver a knock-out new feature. The price can't exceed the market leaders, and increased specs wouldn't seem to offer much advantage for BB10...get rid of a few stutters maybe, but not much else. The hype surrounding BB10 has died off, they'll never be able to re-fuel that hype machine. Developers have become extremely wary as well. Looking at BB's own developer forums, it looks like a lot of folks are packing up their bags and moving to greener pastures.
Originally Posted by Mr.Willie
I also see the app world shrinking somewhat, as I'm sure I'm not the only developer who has de-listed several apps. I know several folks who have pulled down a pile of free apps simply because the small userbase does not justify the time commitment to fix and improve free apps. I'll of course continue to support and improve my paid apps, but only because I owe it to my customers, not because I think there's any future on the platform.
This is a worst case scenario for BB...apps are one of the top concerns of people avoiding the new platform, and current developers are fleeing, while future developers now see very little incentive to start up with the platform. There's no way we'll see the "big players" come anywhere near this platform with a measly 2.75 million users (probably being generous at 3/4 of shipped = sold).
Blackberry started as a great business device. They precariously stumbled into the consumer market due to the popularity of their devices in the enterprise, and they attempted to add more consumer friendly features. They never really understood the consumer market though, they just kind of fumbled their way through it. Now, with the new BB10 devices, they directly targeted the high-end consumer market...somewhere they've never had any real success. They still don't understand that market, and have also somewhat alienated their business users. They're in a tight bind, and I don't see an easy way out. Another re-boot is out of the question, and while they might be able to focus on a niche business market again, they may have already lost those users for the near future.
I think a sell off is the most likely scenario. Their hardware business is basically worthless, so that leaves their software and networking businesses as the most valuable portions of their company. I don't see Apple benefitting from a BBRY acquisition, nor do I see any benefit to Samsung. I think it will either be one of the smaller players, or someone with heaps of cash to burn, and nowhere to go but up...maybe Microsoft? The saddest thing about a sell off though, is that some of my favourite parts of the Blackberry family (TAT and QNX) will likely be casualties in the whole thing.