RIM Following the Path of Palm to Oblivion?


News reports indicate RIM may be moving towards a Palm-esk split of the company
– hardware and services.

My guess would be they split three ways:

  • hardware
  • spin QNX back out (since it is somewhat arms-length at the moment still)
  • mobile cloud services

My predictions:

  • Facebook picks up the hardware business and puts their own version of Android on top of it tailored to Facebook (ala Amazon Fire)
  • Samsung picks up QNX
  • RIM continues as a mobile cloud services company

New Study on Cancer and Cellphones

A new study on cancer and cellphones is underway with final results expected to be published this year –

Interphone researchers are pooling and analyzing the results gathered from studies on 6,400 tumors sampled from patients in 13 countries. If the final results mirror the preliminary ones, the world’s three billion cellphone users might want to dial back their talk time. Israeli researchers participating in Interphone found that people who use cellphones regularly are 50 percent more likely than non-users to develop brain tumors. And a joint Interphone analysis from the U.K., Denmark, Norway, Sweden and Finland reported a 40 percent increase in tumor risk in people who use cellphones for more than a decade; the study found no discernable risk for people who have used cellphones for fewer than 10 years.

The Death of Canadian R&D Spending

The 2008 report on Canadian R&D spending from Research Infosource identifies the following top 10 R&D spenders –

Nortel $1.851B
BCE $1.26B
Magna $.725B
Pratt and Whitney $.444B
IBM $.377B
Atomic Energy of Canada $.228B
RIM $.253B
Alcatel-Lucent $.236B
Sanofi-Aventis Group $.207B
Apotex Inc $.181B

Nortel currently accounts for 32% of the R&D spend in the top 10 spenders in Canada, and Magna (automotive parts) currently accounts for 13%.   Over 45% of the R&D spend of the top 10 spenders in Canada is in decline and at risk of evaporating to nothing.

Unfortunately – RIM which is always held up as the shining tech light for Canada – isn’t even in the same league as Nortel and never will be.   It could be argued that RIM is likely to rapidly diminish in size/scope over the coming years as technologies such as the iPhone and Android continue to see rapid adoption.