Analysts warn of mass defections from BlackBerry, Nokia
updated 01:10 pm EDT, Mon June 21, 2010
Android and iPhone grabbing BBerry and Symbian
Analysts today warned that Nokia and RIM were about to see their market share plunge in the near future thanks to Apple and Google. Goldman Sachs' Simona Jankowski pointed to checks at retail that showed BlackBerries were no longer the top-selling phones at US carriers outside of AT&T, having mostly been taken over by Android. The Droid and Droid Incredible now have the top spots at Verizon, while the Evo 4G leads at Sprint and myTouch 3G Slide is taking command at T-Mobile.
Jankowski warned that RIM would probably sell 11 million BlackBerries. While it would still represent a best-ever result, it would slip below the 11.2 million RIM set as the low end of its guidance from before. Most of its healthier sales will ultimately come from outside North America, the analyst said, where Android has a weaker presence.
Nokia's preemptive results warning and Apple's record pre-orders; the slump in one and surge in the other were both indicators that most phone producers, including RIM and Google's supporters, were likely to chase after Apple and would more likely be second place in the long term.
"iPhone 4 is tracking to be the most successful new product launch in Apple's history," Whitmore said.







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