BlackBerry: A prostitute or a lone bet?

According to foreign media reports, the BlackBerry board has recently set up a special Committee to explore the future of a variety of strategic options, including strategic alliances, sales and other four options. The whole or part of the sale becomes the focus of the industry's discussion. So is BlackBerry the only way to sell BlackBerry's already open strategic choice? In fact, the industry is very clear that buying and selling is interdependent and consensual. Now that the BlackBerry is open to prostitution, the rest is the buyer. To this end, the industry has given a number of candidates list. For the convenience of analysis, we classify these candidate lists into camps. As the industry said, Google, Microsoft, Samsung, Amazon, these powerful international manufacturers can count as the first camp of the acquisition. After all, deep pockets, as long as mergers and acquisitions, money is not a problem, the rest is the value of the problem. First of all, Google, from the previous Google 12.5 billion dollar acquisition Motorola Mobile look, whether for the patent, or the development of mobile phone hardware angle, has not seen significant results. On the contrary, the poor performance of Motorola Mobility has been a drag on Google's overall revenue and profits. Although Motorola Mobile recently released Moto X won the industry acclaim, but the specific to the future market performance is still unknown. Will Google still buy a "drag"? Importantly, Google has established its Android ecosystem in the mobile Internet (smartphone and tablet) market, and introduced an ecosystem that is increasingly moribund and likely to fight its own. Second look at Microsoft, because the previous rumors that Microsoft has been hoping to buy BlackBerry, so the BlackBerry for the sale of open attitude, Microsoft naturally became a big hit of mergers and acquisitions. But given that Microsoft's overall strategy for mobile is still at the core of Windows and is now working with Nokia strategically, it is still tough to incorporate into another ecosystem that is similar to its own Windows phone, or even less than its own. Does Microsoft really have the ability to run two of ecosystems that are completely different and struggling to survive? We are skeptical that even our own Windows system is playing so hard in the mobile market. The so-called one can not be two, perhaps the end result is that both ecosystems are not good, even worse than now. Of course, this process, but also may offend the Nokia's own biggest partner, outweigh the gains. Samsung, Samsung, by virtue of Google's Android ecosystem has become the world's smartphone market leader, and in the tablet market is also narrowing the gap with Apple. Samsung, meanwhile, has overtaken HTC in another ecosystem, Microsoft's Windows Phone, to become Microsoft's second-largest partner in the smartphone market. In addition, Samsung has its own Tizen system with Intel, and it can be said that Samsung's future does not lack the ecosystem, so the acquisition of BlackBerry has little meaning for Samsung. Instead, it will drag Samsung back from performance andOne thing that should not be overlooked is that Samsung has so far relied on other people's ecosystems to develop well, without a precedent for its own success in developing and managing ecosystems. Prior to their own Bada system to stop using and continue to develop, and ultimately with Intel to develop Tizen at least prove that Samsung has little control over the system. And finally Amazon. Some analysts say that the acquisition of BlackBerry, Amazon can use this to enter the smartphone market. But with BlackBerry's brand influence and market performance and the brand and market performance of Amazon's Kindle business (Tablet and Digital reader), Amazon is probably more likely to enter the smartphone market with its own Kindle than to use the acquired BlackBerry. Finish the first camp, is HTC, Lenovo, Huawei, ZTE, such as the second camp, the terminal-oriented manufacturers. As we all know, the value of BlackBerry or valuation is mainly made up of cash, patents, hardware, services and so on, even if the BlackBerry is on the decline, the brand has shrunk sharply, but its total valuation is at least 5 billion U.S. dollars. Here, we doubt whether the companies in the second-tier camp have the economic power to buy. Second, the Canadian government's ability to approve mergers and acquisitions is also hugely variable for Lenovo, Huawei and ZTE's Chinese manufacturers. Even these factors are not a problem, from the current market share of BlackBerry, Lenovo, Huawei and ZTE have gone beyond the BlackBerry, the strategic value of the BlackBerry in order to seize market share as the strategy of the loss of a large part, that is not conducive to significantly increase the share of these manufacturers. And given the BlackBerry's losses, Chinese manufacturers are looking for a slim strategic attempt to boost revenues and profits. Importantly, these Chinese manufacturers are in a state of loss or profit, the acquisition of loss of BlackBerry is undoubtedly the pressure to increase revenue and profits, which is likely to affect its future market share of the momentum of competition, resulting in market share and revenue and profits of double loss. and finally HTC. Look at HTC's Dilemma, in the Android ecosystem is the leading manufacturers, and eventually Samsung surpassed, and is about to lose money, even if they are rumored to be the object of mergers and acquisitions, how can there be strength to acquire a similar fate with their own manufacturers? To sum up, we believe that, or because of their own, or because of the merger of the reasons, the BlackBerry was the strategic value of the merger has disappeared, then the rest is only their own desperate, and perhaps chance.