U.S. stocks review: Rim smartphone market old position shaken

Guide: MarketWatch columnist Pleti (Irwin Kellner) points out that the smartphone market is likely to usher in another round of integration as RIM publishes bad news and shares plunge, and this time the target is for the old three after Apple and Android,　　Both Nokia and Hewlett-Packard are eyeing rim. The following is the full text of Pleti's comments: In recent days, Motion Ltd. in the eyes of investors has become a scourge, we have thrown their shares.　　It is understandable that the market is punishing the company for missing out on a major product cycle, a mistake that is often the beginning of the death spiral in the Silicon Valley world. But we can also find a lot of counter cases, because there are more than one company that has struggled back from the brink of the cliff.　　For example, the well-known technology giants, Apple (AAPL) and IBM Corp. have all had such a dangerous experience, but in the end they have successfully transformed themselves into a new, growing market.　　After disappointing news last week, motion's share price has fallen to its lowest point since 2006. It is still a big question mark whether the management team in Motion (RIMM) can accomplish this kind of resurrection, like the two companies mentioned earlier.　　Even some Wall Street watchers wonder whether the company's two chief executives have a sense of urgency to make a comeback. Rim encounters a situation that objectively opens the door, and the scramble for a third-person identity in the smartphone market has come to a GOOG – needless to say, the top two are naturally the two-point world of Apple and many smartphones using Google's Android operating system.　　Specifically, the scramble should be for rim, Nokia (NOK), and HPQ, after the acquisition of HP, to restore the old glories of palm, and certainly some other players. However, there are some situations that need to be explained.　　Some analysts do not seem to be bullish on the MSFT Nokia, even if they have teamed up with Microsoft to plan to use the Windows Phone 7 operating system. "This is a changing market, and Nokia is losing its share very quickly." "Their collaboration with Microsoft is now unlikely to be successful because Nokia has lost ground too quickly," said Pierre Ferragu, Bernstein Research analyst Ferrago in a study that downgraded rim to "below market performance". The opportunity to come up with a new operating system to inherit old markets is disappearing fast. "In this case, of course, people can say, in fact, RIM has already sat in the seat of old, and their BlackBerry OS is still affected by most companiesIT department welcome.　　But their advantage is shrinking too, as many consumers have started to apply the iphone to their jobs, and corporate IT departments are responding to the need to match the corporate messaging system to the iphone.　　Chris Hazelton, analyst at 451 Group, predicted in a one by one study that Apple's iphone would take on a more important position in the company's IT department next year. "We estimate that by the end of the second quarter of 2012, companies will buy more iphones than BlackBerry products," he wrote. Quidinan, an analyst at MKM, Tero Kuittinen, said in a Monday study that Nokia's bad luck would objectively help rim. RIM's markets outside North America, he believes, are still attractive, "even if there is a problem of product ageing." Although Rim missed the crucial back-to-school season and failed to launch the latest version of the operating system and BlackBerry bold products in time, Quidinan believes Nokia's sales will continue to slide. "We estimate that Nokia's e-Series and 6000-series, whose weakness is becoming more pronounced in the fall, provide an ideal opportunity for RIM's new models to successfully open up the territory," he said. "If you're looking for a potential beneficiary of RIM's fall, it should be HP's Palm division, but only if their new models are widely accepted." They are already embarking on a new model designed around the upgraded webOS and a 499-dollar Tablet PC, HP Touchpad.　　You can say they are a tactical parody to Apple, but the fact is that HP has started accepting Touchpad's book in Monday. Palm's webOS, while currently gaining some praise, is not the real challenge, because there are too few developers around this operating system to design applications.　　That may change in the future, but at least for now, webOS can only be seen as a small role. RIM has also started to be seen by some as a small market player, and some of their investors have also estimated that the situation could worsen. Jim Suva, Citigroup's analyst, downgraded the shares to a sale, stressing: "No one can guarantee that rim will be able to come up with competitive products in the holiday season." "(Zi Jin)