>MasterTech: RIM = RIP ? Research in Motion Continues Its Downwa…



Sounds like TAPS in the background….

Between the pressure on the corporate side of the business from governments who want access to all the data passing through the blackberries in their countries, and the real risk of migration by consumers to the iPhone and Android OS, the future doesn’t look too bright RIM…

Below are charts.  The whole story can be seen on The MasterTech Blog or directly on zerohedge.com.

As Research in Motion Continues Its Inevitable Downward Descent In Both Equity Value and Market Share, Investors Should Tweak Their Assumptions Accordingly

Research in Motion’s recent equity share decline stems not only from market share loss, but from the apparent lack of a clear cut and believable plan to stem that market share loss.

Research in Motion, is still currently the market leader in terms of share, but is losing both demonstrably and rapidly in new users. As a matter of fact, if the recent historical trends persist, this is the last quarter that RIM will be able to claim the top of the market title as Android looks well situated to claim that crown.

As can be seen from this chart, Android is just about there. Apple will probably show better numbers in Q3 with additional evidence of iPhone 4 adoption as well.

So, although RIM is looking quite cheap now, it is quite possible for it to look much cheaper. The question is how does this market share loss factor into its equity valuation.

MasterTech: Research in Motion Continues Its Inevitable Downward Descent In Both Equity Value and Market Share

Check it out on The MasterCharts


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