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A Blackberry Bold is displayed at the 2009 International Consumer Electronics Show at the Las Vegas Convention Center January 8, 2009 in Las Vegas, Nevada.
Business Insider is engaged in plenty of speculation about struggling BlackBerry maker Research in Motion today, after the company disappointed Wall Street with its fiscal fourth quarter results yesterday. Part of that speculation involved interpreting RIM's CEO's comments about "strategic opportunities" as "let's look for someone to buy us." At the New York Times, Michael J. De La Merced joins that chorus.
Here's a Jay Yarow at BI, on why no one in his right mind would want to buy RIM (it's in Q&A form):
...Is anyone a good fit for RIM?
Honestly, we don't think so. This is a company that is dying and in a state of transition. It runs on its own platform. Most hardware makers have picked their partners for software. Transitioning to RIM's software doesn't make sense unless RIM's next software is awesome. In which case, another hardware maker like Dell or LG could buy RIM and use BlackBerry 10.
But, that's sort of silly for RIM, right? They wouldn't want to sell if the software is good.
Exactly. What's the point? RIM could turn itself around without help.
But that's pretty unlikely, right?
So that's it for RIM? Make great software or die?
Pretty much. It's possible someone wild card jumps in. Maybe a carrier takes a chance on RIM if it gets cheap enough, or maybe a Chinese phone maker buys the company to get a nice entry into North America, or maybe a PE firm looks at RIM's still impressive cash flow and decides to take the company out and try to fix it.
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LAS VEGAS, NV - JANUARY 10: The Nokia Lumia 900 Windows Phone is displayed at the 2012 International Consumer Electronics Show at the Las Vegas Convention Center January 10, 2012 in Las Vegas, Nevada. CES, the world's largest annual consumer technology trade show, runs through January 13 and is expected to feature 2,700 exhibitors showing off their latest products and services to about 140,000 attendees. (Photo by Kevork Djansezian/Getty Images)
You can feel it in the air. Or just read about it on various websites and blogs. Microsoft, long considered a bit of an also-ran in the wild new world of mobile computing and devices, is setting up for an great 2012.
At the core of the enthusiasm is the Windows Phone, which is evidently blowing everyone away at the Consumer Electronics Show (CES) in Las Vegas. There are two smartphone producers who are rolling out Windows Phones in conjunction with Microsoft: Nokia and HTC. Hopes are high, but this is Microsoft. But it's not exactly springtime in Redmond just yet.
Critics may be smitten, but Microsoft still has work ahead in winning the hearts of consumers.
[An analyst who follows Microsoft say] there are four main things Microsoft needs to tackle to ensure that Windows Phone builds momentum in 2012: significant investments in quality marketing efforts; winning “flagship” positioning with carriers for several devices over the course of the year; offering a range of devices on each carrier network; and convincing salespeople that Windows Phone is just as good as iOS and Android.
It looks like Nokia, at least, plans to instigate a heavy marketing campaign to make sure the 900 gets time in the spotlight.
CES has never been a completely accurate indicator of what’s going to succeed in the year to come. What journalists and bloggers fawn over, consumers may end up shunning in favor of something else.
However, with smartphones in recent years, the “most hyped-about” phones have generally ended up faring well with mobile phone buyers. And if that’s any indication, Windows Phone stands a good chance of fulfilling our expectations.