Recent

% | $
Quotes you view appear here for quick access.

BlackBerry Limited Message Board

  • beavertailcanada beavertailcanada Jul 29, 2012 9:45 AM Flag

    Why Playbook sales will pick up

    Here is a thought I have this morning.

    So far there have been just 1.5 M Playbook tablet sold and there are 78M BB subscribers.

    Apple iPhone innovation is the full screen size and apps.

    The Playbook bridge function is a less talk about feature. With bridging, BB users can read their email on the 7” Playbook screen. They can use the BB key pad as the Playbook keyboard. There is Internet tethering. So you really have the best of both worlds – a keypad mobile device with a full 7” touch screen (much bigger screen than an iPhone). Playbook inherits the BB security also.

    So why is there just 1.5M Playbook sold today if the combination concept of a BB phone + Playbook is better than an iPhone?
    A couple of reasons:
    1) The Playbook v1.0 software was not complete. There were a lot of holes. So this generates a lot of wait-and-see.
    2) The success of Apple. Hype and fad stole the consumer hearts.

    Why do I speculate Playbook v 2.x will pick up sales in the near future?
    Seven reasons:
    1) Playbook software has been majority upgraded. Currently at v2.0, there is talk that v2.1 is about to be released. So far, v2.0 runs Android apps, has native email, contacts and calendar, has a video store and a music store, has the Maxthon browser (I like its multi-tab and Skynote) etc.
    V2.1 will have improvement to the Android apps running as individual tasks instead of grouping all Android apps as one task, improvement in video chat, etc…
    2) Much more apps are available, including Android apps. There are more coming every day.
    3) Wi-Fi Playbook is priced competitively. C$250 and C$300 for 32GB and 64GB Wi-Fi Playbook. C$600 and C$700 for 32GB and 64 GB iPad.
    4) Apple is showing sign of crack. Once the Apple fad disappears, Playbook will be reconsidered as a choice for the tablet device.
    5) LTE Playbook is about to come out. If it has BBM and Skype, it will make the LTE Playbook a standalone digital device that suits our complete digital life need.
    6) Telco likes bandwidth consumption of the LTE Playbook and they will push it.
    7) So far, the MSRP of the LTE Playbook is lower than the others. $550 for LTE Playbook. $650 for LTE Galaxy Tab (courtesy of Bell Canada).

    So there are 76.5M (78M – 1.5M) potential customers just from the BB ecosystem for the Playbook, plus whatever % of tablet market that it will be able to garner.

    So the under-attention Playbook can become a great revenue source for RIM and can be an interim filler before the BB10 phones arrive.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • BIG block buying ..institutons re coming in! BUYOUT BABY!!!

    • Mamboman,

      I appreciate your post.

      We have to wait and see how it will turn out.

      Have a nice day.

      Ahuy to shorts.

    • Slick,

      I appreciate your post. I hope it gets to the management.

      UnApple - what a GREAT idea!

      Ahuy to shorts.

    • sounds like a very fluent, thoughtful thought you've brewed early in the morning.. probably before breakfast (?)
      keep'em coming, but don't expect to become true

    • "I think it would be premature to say they haven't got a marketing plan. Give him a chance to form the teams first."

      Oh, they DO have a plan. It's not the plan I'm concerned about. It's that I've read a number of articles w/ the new CMO and while he seems competent, I think his pushing the multitasking of BB10 isn't the way to go. I guess it depends on how they do it, but they need something stronger than that. RIM has to stand for something. They are a niche player. They need to really carve out that niche. Seven UP was the "uncola". Remember? RIM has to be the "UnApple".

      "RIM is saying they are releasing the touch screen and the keypad version at the same time, at most weeks apart."

      Two or three weeks apart is NOT a simultaneous release. It makes no sense to release the keyboard version AFTER the touchscreen when so many RIM loyal users want the keyboard. Sure, they will wait the few weeks. But it sends the wrong message. Release both on the same day. That is the only thing that makes sense. Again, it's not a big deal, but it just shows me that they aren't on the ball.

      re: LTE playbook. Nobody cares except for a few businesses. It'll be a good product. I'm glad they are putting it out. But it's not like it's going to make a big difference to RIM's financials. It had better not negatively impact cashflow or they are crazy.

      Thor might be competent. I think he probably is good as a numbers guy. I wrote a post a long time ago about that I thought Heins would keep RIM floating financially till BB10 gets released. I think he understands efficiency. But c'mon, the guy said BB10 was on track over and over ...and then suddenly it's delayed till 2013? That reflected very poorly on him. English is not his first language and he is not charismatic at all. As I said, he's not a good frontman. RIM needs a frontman. Doesn't have to be the CEO. But a frontman nonetheless. So far, Watsa is their best frontman. They need someone with the GRAVITAS. All their guys have this "B-team" vibe. Know what I mean? They don't seem to be in the majors when you compare them to Apple, Google, and many other American companies. I guess that's what huge size does for you. You attract top tier talent.

      Anyway. Like I said. I think Heins is good enough to keep them floating in decent financial position until BB10 gets released. And I think BB10 will be successful as a RIM refresh. But that's all. When they pump the stock on the BB10 release - and you can count on the MMs doing exactly that - that will be the time to get out.

    • "I think it would be premature to say they haven't got a marketing plan. Give him a chance to form the teams first."

      Oh, they DO have a plan. It's not the plan I'm concerned about. It's that I've read a number of articles w/ the new CMO and while he seems competent, I think his pushing the multitasking of BB10 isn't the way to go. I guess it depends on how they do it, but they need something stronger than that. RIM has to stand for something. They are a niche player. They need to really carve out that niche. Seven UP was the "uncola". Remember? RIM has to be the "UnApple".

      "RIM is saying they are releasing the touch screen and the keypad version at the same time, at most weeks apart."

      Two or three weeks apart is NOT a simultaneous release. It makes no sense to release the keyboard version AFTER the touchscreen when so many RIM loyal users want the keyboard. Sure, they will wait the few weeks. But it sends the wrong message. Release both on the same day. That is the only thing that makes sense. Again, it's not a big deal, but it just shows me that they aren't on the ball.

      re: LTE playbook. Nobody cares except for a few businesses. It'll be a good product. I'm glad they are putting it out. But it's not like it's going to make a big difference to RIM's financials. It had better not negatively impact cashflow or they are crazy.

      Thor might be competent. I think he probably is good as a numbers guy. I wrote a post a long time ago about that I thought Heins would keep RIM floating financially till BB10 gets released. I think he understands efficiency. But c'mon, the guy said BB10 was on track over and over ...and then suddenly it's delayed till 2013? That reflected very poorly on him. English is not his first language and he is not charismatic at all. As I said, he's not a good frontman. RIM needs a frontman. Doesn't have to be the CEO. But a frontman nonetheless. So far, Watsa is their best frontman. They need someone with the GRAVITAS. All their guys have this "B-team" vibe. Know what I mean? They don't seem to be in the majors when you compare them to Apple, Google, and many other American companies. I guess that's what huge size does for you. You attract top tier talent.

      Anyway. Like I said. I think Heins is good enough to keep them floating in decent financial position until BB10 gets released. And I think BB10 will be successful as a RIM refresh. But that's all. When they pump the stock on the BB10 release - and you can count on the MMs doing exactly that - that will be the time to get out.

    • My wife has an iPad, and I picked up a 64GB PlayBook for $299 a couple of weeks ago. Both of us use Blackberry phones.

      While I agree that the Playbook is a solid piece of engineering, and does a few of things better than the iPad, it still doesn't have the Apple ecosystem; and that will always make the PlayBook and every other tablet a non-iPad.

      RIM made a huge mistake pricing the first launch of PlayBooks at prices at or above the original iPad. They are making another mistake pricing the LTE model at $549. Yes, I understand it will be cheaper with a contract, but your argument states that there should be more BB users buying Playbooks because of the bridge feature - so why would a BB user need LTE, and not just bridge the thing with their phone?

      The Playbook needs full compatibility with Android (and marketed that way) - not just a few apps, and the entry level pricepoint needs to stay at $199 to compete with the Kindle Fire. The problem with the $200 price is that they are probably losing $100 on every 16GB PlayBook sale. Like I mentioned, it's a solid piece of engineering, and there's a price for that level of quality.

      I'm an IT manager, and in my experience; the only people I've seen toting PlayBooks around are fiercely loyal BB users.

      Disclosure: I'm long RIMM at $7.xx and hold $8.00 calls.

      • 2 Replies to mamboman1965
      • Mamboman,

        Obviously wi-fi Playbook has not been selling well...only 1.5M units.

        I am just theorizing could the LTE Playbook break the stigma that wi-fi Playbook has suffered? LTE Playbook will give the reviewers and consumer a fresh look, is that possible?

        For me, if LTE Playbook can have the following features, it would help a lot.
        - wi-fi hotspot
        - BBM
        - VOIP

        Cheers.

      • Mamboman,

        To answer your question on why a BB user would need a LTE Playbook. If the LTE Playbook can do Wi-Fi hotspot, it will provide much faster access for not only the BB phone but other devices as well.

        You saying the rumored LTE Playbook $550 pricing is a mistake. I disagree with you.
        Are you also saying the Galaxy TAB is an even bigger mistake because it is $100 more!
        I can't find a cheaper LTE tablet in Bell Canada or Telus. May be you can show me what other LTE tablet is cheaper than the LTE Playbook.

        Ecosystem is an overused marketing term. Soon it will mean virus infested ghetto environment. I rather have RIM screened and approved Android apps on their system, and have limited good numbers of apps instead of all the apps.

        I don't have a lot of apps on my HTC phone as they all ask for permission to have full access to my phone. I don't know where the apps come from ...Russian mob?

        Cheers.

 
BBRY
7.96-0.06(-0.75%)Jul 2 4:00 PMEDT