Analysts are of two distinct minds on Research in Motion (RIM) - one is that RIM is done, another - that current problems are temporary and that RIM stock is a screaming buy.
RIM (NASDAQ:RIMM, MGI Index= 2,396) shares continue to be under pressure, while Apple, (NASDAQ:AAPL, MGI Index =8,327), continues to gain market share in what used to be RIM's core marketplace - the enterprise. Apple's iPhone has become the new "CrackBerry" and apps have become the new currency of the mobile computing world.
We believe the key questions are the ones of relevance and leadership:
- Can RIM retain a meaningful leadership position in the new mobile computing landscape?
- Does the company have a realistic vision of the overall mobile opportunity?
A new, in-depth, MGI Research report - Is RIM Done? analyzes RIM stock scenarios by going deep into RIM's strengths, weaknesses, opportunities and threats. The report examines RIM's operating and R&D efficiency relative to its peers and explores RIM's strategic options.
Available immediately to MGI Research subscribers at the MGI Research website, a single copy can be purchased from the MGI Research Store or via Bloomberg.
Key issues covered:
- Can RIM defend its position in the consumer markets and successfully penetrate the tablet space?
- Will RIM become a niche provider of mobile access solutions for secure enterprise-class e-mail?
- Will RIM be forced to redesign the PlayBook tablet?
- Will apps developers write code for RIM product?
- What are RIM's real strengths?
- What interesting new markets are open to RIM?
- How long will the recovery process take?
- Do the RIM board and current management team have the right combination of skills to translate the vision into action?
The report was written by the MGI Research analyst team in collaboration with the leading mobile computing expert and industry analyst Bob Egan of the Sepharim Group, LLC. Many of us at MGI have in the past worked with Bob at Gartner and we are delighted to be able to collaborate with him again.