RIM death watch

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Wreckem

Diamond Member
Sep 23, 2006
9,459
987
126
Sooner or later, a big company is going to buy RIM for its patents. It is just a matter of time. Their OS and hardware is shit, but some of their software and their patents would be a boon to other companies.
 

JS80

Lifer
Oct 24, 2005
26,271
7
81
I believe an analyst estimated that about 50-60% those were actually sold, which still isn't that bad. And frankly, people like to whine and moan about shipped numbers, but thats what ALL the manufacturers use these days....and you know what? From RIM's side, shipped DOES equal sales. They sold it to the store. In the words of Charlie Sheen, "I've already got your money dude."

Selling 50% of 500k shipped units of an unprofitable item = fail
 

Deeko

Lifer
Jun 16, 2000
30,215
11
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Selling 50% of 500k shipped units of an unprofitable item = fail

Think critically for a minute. I highly doubt the stores purchased that many right off the bat. If they weren't selling well enough, the stores wouldn't have bought that many in post-launch orders. They obviously bought those extra PlayBooks because they think they'll sell them. Sure, everyone wants an iPad like situation where you sell everything you make immediately - but this is the real world. That's not how it works with 99.999999999999999999999999999999% of products, including very successful ones.
 

JS80

Lifer
Oct 24, 2005
26,271
7
81
Think critically for a minute. I highly doubt the stores purchased that many right off the bat. If they weren't selling well enough, the stores wouldn't have bought that many in post-launch orders. They obviously bought those extra PlayBooks because they think they'll sell them. Sure, everyone wants an iPad like situation where you sell everything you make immediately - but this is the real world. That's not how it works with 99.999999999999999999999999999999% of products, including very successful ones.

You think critically for a minute. RIMM was off by 50% when they forecasted sales that they made 2x the # of units that would sell. In most corporations you would be fired if you failed on that magnitude.
 

Deeko

Lifer
Jun 16, 2000
30,215
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You think critically for a minute. RIMM was off by 50% when they forecasted sales that they made 2x the # of units that would sell. In most corporations you would be fired if you failed on that magnitude.

They were optimistic. You generally want that. And if they already sold 500k, they'll sell the other 500k, its not like they threw them in the trash when they didn't sell immediately, seriously....I think you took that critical thinking hat off too quickly.
 

JS80

Lifer
Oct 24, 2005
26,271
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Is the PlayBook unprofitable to manufacture? I hadn't read that. I don't see what the point would be.

My guess is breakeven or slightly profitable in terms of hardware, which does not count the capitalized development work costs.
 

JS80

Lifer
Oct 24, 2005
26,271
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They were optimistic. You generally want that. And if they already sold 500k, they'll sell the other 500k, its not like they threw them in the trash when they didn't sell immediately, seriously....I think you took that critical thinking hat off too quickly.

That's not how modern business works. Look at all the top companies - manufacturers manufacture just what they need and are able to produce goods quickly and retailers carry just what they need and have low inventory levels. Being off by 50% = fail.
 
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Deeko

Lifer
Jun 16, 2000
30,215
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That's not how modern business works. Look at all the top companies - manufacturers manufacture just what they need and are able to produce goods quickly and retailers carry just what they need and have low inventory levels. Being off my 50% = fail.

Do you have hard facts that they made a million? They said they thought they'd ship a million, but did their earnings release say they actually manufactured a million of them?
 

silverpig

Lifer
Jul 29, 2001
27,709
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That's not how modern business works. Look at all the top companies - manufacturers manufacture just what they need and are able to produce goods quickly and retailers carry just what they need and have low inventory levels. Being off my 50% = fail.

That's exactly how modern businesses work. Very few of these companies actually manufacture anything themselves. Apple sources LCDs and gets Foxconn to install them. All of that sourcing takes time. The producer isn't going to want to make 1000 of them, they want a batch order. Once that batch is done, they're making LCDs for HTC. Want another batch Apple? We'll get to it when we are done our current run, or you can find someone else.

I wouldn't be surprised if the "Balsillie decides he wants another 100k playbooks" to "playbooks hit the shelves at bestbuy" time is several months.
 

Deeko

Lifer
Jun 16, 2000
30,215
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My guess is breakeven or slightly profitable in terms of hardware, which does not count the capitalized development work costs.

A lot of conjecture going on. Seems pretty clear that, like many people on these forums, you're just seeking a reason to look down on RIM.
 

dwell

pics?
Oct 9, 1999
5,189
2
0
Anyone who ever tried to use Google Maps on a Blackberry Curve or has used that POS excuse for the tablet the playbook is laughing their ass off right now.

How can you trust a company with two CEOs and three COOs to get anything right?
 

Deeko

Lifer
Jun 16, 2000
30,215
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Anyone who ever tried to use Google Maps on a Blackberry Curve or has used that POS excuse for the tablet the playbook is laughing their ass off right now.

Only a pathetic fanboy actually laughs at the failing of another company. Then again, who am I talking to?
 

dwell

pics?
Oct 9, 1999
5,189
2
0
Only a pathetic fanboy actually laughs at the failing of another company. Then again, who am I talking to?

When a company is still trying to sell beepers while the rest of the world moved on to cell phones (/analogy), well, they deserve to be ridiculed.

What, do you have RIMM stock or something? If so, that makes you worse than a fanboy.
 

JS80

Lifer
Oct 24, 2005
26,271
7
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A lot of conjecture going on. Seems pretty clear that, like many people on these forums, you're just seeking a reason to look down on RIM.

Seeking a reason? lol they are doing a great job of shoving down our throats how shitty they are.
 

Keeper

Senior member
Mar 9, 2005
932
0
71
IF Apple ever incorporates a Blue Tooth phone into the I-Pad, 135 "executives" here will DROP their BB's in a heartbeat and go I-pad....

Right now we all carry a BB and a Laptop.
LT is used mostly to access our data files on our server etc... BB is PURELY phone and E-mail on the go.
We WILL boot up the LT if we are stuck at an airport, at a starbucks and such to access E-mails occasionally. MOST of our E-mails can be done from a BB.
The first one to get a Blue Tooth phone integrated into a "tablet".... We gone.
 
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Deeko

Lifer
Jun 16, 2000
30,215
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When a company is still trying to sell beepers while the rest of the world moved on to cell phones (/analogy), well, they deserve to be ridiculed.

What, do you have RIMM stock or something? If so, that makes you worse than a fanboy.

No, I do not own any RIM stock. Its just laughable the way you silly fanboys get riled up about them.
 

dwell

pics?
Oct 9, 1999
5,189
2
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No, I do not own any RIM stock. Its just laughable the way you silly fanboys get riled up about them.

Who's getting riled up? I am looking at a company who can't even decide who the fuck is in charge of the operation then I am looking at people defending them and am like WTF?

Only your boy band ass would interpret that as fanboyism.
 

Deeko

Lifer
Jun 16, 2000
30,215
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Who's getting riled up? I am looking at a company who can't even decide who the fuck is in charge of the operation then I am looking at people defending them and am like WTF?

Only your boy band ass would interpret that as fanboyism.

Anyone that has ever seen you post knows that you aren't exactly unbiased in these discussions. And anyone that looks at the mobile device discussions on these forums that ISN'T a fanboy can see that people here really dislike RIM and really seek out reasons to dislike them. Its like Mike Lazardius stole their dog and slept with their sister or something.
 

dwell

pics?
Oct 9, 1999
5,189
2
0
Anyone that has ever seen you post knows that you aren't exactly unbiased in these discussions. And anyone that looks at the mobile device discussions on these forums that ISN'T a fanboy can see that people here really dislike RIM and really seek out reasons to dislike them. Its like Mike Lazardius stole their dog and slept with their sister or something.

People dislike RIM because they are hocking five-year-old technology and pretending they are still in the game. Am I supposed to act surprised that they can not longer sell devices and that their stock is tanking?

As for the Playbook, it's The Homer of tablets. Do expect anyone to sit here with a straight face and act like it's a surprise it's not selling?

If I criticize Android or I criticize WP7, feel free to play the fanboy card, but at the end of the day Google and MS are at least on the same playing field as Apple. RIM is stuck in last decade and not adaptive fast enough and are painfully disjointed. "Oh this tablet is QNX based. No wait, it runs Adobe AIR. Oh wait, let's tack on Android support." What.The.Fuck?

Oh, and BTW, my main phone is a Blackberry Curve (because I get free voice and data through work) so it's not like I am talking about something I don't live with, daily. Good news is, at this rate, we'll be switching to iPhones as the corporate standard soon than I expected
 

Deeko

Lifer
Jun 16, 2000
30,215
11
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People dislike RIM because they are hocking five-year-old technology and pretending they are still in the game. Am I supposed to act surprised that they can not longer sell devices and that their stock is tanking?

As for the Playbook, it's The Homer of tablets. Do expect anyone to sit here with a straight face and act like it's a surprise it's not selling?

If I criticize Android or I criticize WP7, feel free to play the fanboy card, but at the end of the day Google and MS are at least on the same playing field as Apple. RIM is stuck in last decade and not adaptive fast enough and are painfully disjointed. "Oh this tablet is QNX based. No wait, it runs Adobe AIR. Oh wait, let's tack on Android support." What.The.Fuck?

Oh, and BTW, my main phone is a Blackberry Curve (because I get free voice and data through work) so it's not like I am talking about something I don't live with, daily. Good news is, at this rate, we'll be switching to iPhones as the corporate standard soon than I expected

There's a difference. People might brush off the latest Android handset from Pantech, because, well, no one cares about Pantech. It seems to hurt the fanboys deep in their soul when RIM does well, and it brings them a curious pleasure when they do poorly.
 

preslove

Lifer
Sep 10, 2003
16,755
63
91
My guess is breakeven or slightly profitable in terms of hardware, which does not count the capitalized development work costs.

Given the components in the playbooks and their $499 base msrp, you're way off base in terms of profit per unit. I srsly doubt that a playbook costs more than $300 to make.

The real problems come from the development costs, low sales and unsold inventory.
 
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