CNBC’s Jim Goldman: Apple’s iPhone thumping RIM’s Blackberry

“It’s been a rough few weeks for the wireless world, first with a warning from Nokia, then Palm’s dismal news, and now a profit, revenue and margin shortfall coming from BlackBerry maker Research in Motion,” Jim Goldman writes for CNBC.

MacDailyNews Take: Bloodbath in progress.

Goldman continues, “So what might this mean for Apple and its iPhone? Consider that RIM took pains in its release this morning to spotlight macro-economic issues, including an unfavorable currency exchange rate, a global economic slowdown, softer than expected sales, margin issues, supply and component shortages and a bunch of other stuff. Not spotlighted, however, are the ongoing execution issues plaguing RIM as it tries to get its new products on store shelves, but just hasn’t been able to. The Bold was late. The Storm was late. And despite the company downplaying slight delays here and there, in an economic climate like this one, companies simply cannot afford execution snafus. And they’re riddling RIM.”

“That just doesn’t seem to be the case at Apple,” Goldman writes. “Sure the company is at risk from the same economic headwinds, but the more its competition missteps, the more opportunity a nimble company like Apple has to gain market share. That’s a big problem for RIM and any other company trying to stem the iPhone juggernaut. The fact is, Apple has been able to capitalize on competitor problems, most notably RIM.”

Goldman writes, “In this what-have-you-done-for-me-lately kind of world, iPhone’s technology trumps the Blackberry; and thanks to Apple’s meticulous attention to execution, iPhone’s been thumping Blackberry in the marketplace.”

Full article – recommended – here.

25 Comments

  1. What the article fails to mention is that Apple rarely preannounces products. It had to with the iPhone because of FCC approval, but in general we don’t know what execution stumbles Apple has because they don’t announce products long before they ship them like most companies. Most often, they announce something new and update the online store at the same time. There are often delays in certain models but in general they work out all their issues before they lift the veil so that something is ready to go right away.

    Companies try to preannounce to steal some thunder from their competitors but then they have to come through for it to work. Apple gets ahead of its competition and then drops a shipping product on their lap – doesn’t give competitors much time to catch up.

    Paul

  2. It has occurred to me on several occasions that Apple has either incredible good luck or some very savvy advisors, back when the iPhone was first introduced who would have predicted the current crisis. So they got the iphone on the tracks and generating some traction when the economy was still ‘healthy’ imagine trying to introduce the iPhone one year later or even now. Then there’s that cash pile, just the thing all those failing companies are crying out for. Did Apple see the bear market coming and take a long bet? I know there are people back in 2001 who predicted we were in a major cyclical downturn (2003-2007 being the bear rally)

  3. @ oh no

    You are a moron. Goldman is a smart man, and a smarter business journalist. I swear, could there be more people jealous of one person. Jobs is obviously great business person, you don’t keep your job this long or bank 25 billion dollars without knowing a thing or fifty.

    Quit being mad that you yourself won’t even be known by your grandkids let alone for generations to come.

  4. Paul F.: I’m convinced that Apple learned this the hard way with the Newton.

    Nevermore, nevermore!

    What Apple does now is smart on many more levels. It even creates buzz.

  5. First off, good comments by Paul & the Guapo

    “The fact is, Apple has been able to capitalize on competitor problems, most notably RIM.”

    Yes and no. To use a football analogy, the other guys aren’t just dropping the ball, Apple’s causin’ fumbles. As we all know, the iPhone put so much pressure on the entire phone industry, they’re scrambling and struggling just to catch up.
    Dey ain’t gonna. Raise a glass and toast the –bath.

  6. Yes, what did happen to Capitalism?

    I thought all those tough business guys would simply tough it out, but no, they went bleating like the Socialist Liberal Gestapo they despise and begged for money.

    Makes you want to become a Lefty Liberal Loony Lesbian worker in a Co-op just so you could laugh at them.

    Well almost.

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