October 28, 2010 | In: Technology
Google, not Apple, is RIM’s Main Competitor
I bought an Android phone, the Sony Ericsson Xperia X10 mini pro (could they make the name even longer), although the phone has a few minor glitches, I like it, but the problem is that it doesn’t have the one feature that Blackberry is, which is the Blackberry email. Everyone mistakenly believe that the Blackberry is the milking cow for RIM, this is inaccurate, the real milking cow is the Blackberry email, this is what clients want, not the poorly designed, ugly, and clumsy Blackberry phones.
Now imagine, just imagine, in a remote place and in a distant time, that Google decided to mimic this service, how hard would that be? Any technical person understands that the service that Blackberry supplies is stupid (it’s just another form of Internet), and any company is able to replicated it. Now Google is an excellent potential with similar interests. Not to mention is the owner of the Android brand and technology.
Let me ask the following questions, in order to see if Google is able to do this:
- Will creating such a service provide Google with a decent ROI?
- Does Google have the resources to create this service?
- Does Google have the worldwide connections to facilitate the logistics for creating this service?
- Does Google have enough money to establish this service?
- Would mobile producers (especially those creating Android phones, such as HTC, Motorola, Samsung, Sony Ericsson, etc…) support Google’s new endeavor?
- Is Google a trusted brand that people would love to use?
- Can Google provide the service at a competitive price that can force RIM to drive down its prices?
- Can Google force mobile carriers to adopt the above mentioned pricing?
I think, with confidence, that the answer is yes to all the above. So why is Google not doing it? Maybe, just maybe, they’re thinking of a sort of partnership with RIM (or maybe they just want to buy it?), instead of doing all the work to create a similar service.
I think RIM’s short term potential is rosy, but that’s because nobody has mimicked the server yet. Long term the story is different, RIM has to understand that if does not collaborate with other companies (especially Google) it may be reduced to another Palm. Here’s what RIM should do in order to survive in the future:
- Drop (or drastically reduce) the hardware arm of the company and focus on the services.
- Open up the service to other phones, including Android phones and iPhones.
- Drop the arrogance.
Opening up the service to other phones will probably make RIM one of the richest companies in the world, most people (who would want to use the service) don’t own blackberries, but own other types of phones, Androids, iPhones, etc…, so if RIM opens up the service to every single mobile phone on the planet, then imagine what could happen.
RIM should not delay in executing the above in order to control the worldwide market with this service, and become, when it comes to the phone, what is Google like on the Internet.
You see, Apple and its iPhones are not a threat to RIM. The two are completely separate, and they can live in harmony without stealing from each other’s share, especially if RIM drops the focus on the hardware part.