[RichardKim]

B) Never. It's a dead business.

1. as soon as I saw that ipads took off with old, rich people, I massively shorted RIMM stock. Why you might ask? Because at my old job where there's ton of 35-50 year old rich partners getting and loving IPADS what they would do is force their IT guys to enable apple products to be used and synched up. This was the start of all apple products entering corporate and now all of these people who have been waiting to switch already are or have.

2. I initially thought, "Oh I would switch if basic functions like google maps and browser worked like iphone's." But in reality, when app writers virtually stopped writing for blackberry and then all these other competitors started to get into the smart phones via android, I knew RIMM is going to be next kodak.

3) All of this leads to --> it's not cool to have a blackberry anymore. When people are willing to go out of their way and use an iphone even though they know typing sucks on the iphone (please don't argue with me - i used to type 1000 word emails while walking through TimeSquare traffic with my blackberry), you know the switching cost is SUPER HIGH.