w******s
发帖数: 16209 | 1 Web 2.0: RIMM Co-CEO Balsillie Says Apps Are A Passing Fad (Updated)
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By Eric Savitz
I’m back at the Web 2.0 Summit at the Palace Hotel in San Francisco where
John Battelle of Federated Media will be interviewing Research In Motion (
RIMM) Co-CEO Jim Balsillie.
Summary: The biggest takeaway here is that RIMM thinks the focus on apps on
mobile devices is something of a fad. He also confirmed that the Playbook
tablet will ship in Q1.
Here’s a rundown on the highlights of the event. Updated for live updates
throughout the session.
Battelle starts by asking about competition with Apple (AAPL). He has said
that customers are tired of getting told by Apple what to think. Balsillie
says his point is that they believe you can believe mobile to the Web, but
you don’t need to go through a control point or SDK. You don’t need an app
for the Web. This idea that you have to go through special development
tools, we don’t think that is true. He agrees with the proposition that you
don’t have to have an appification of the Web.
Balsillie said their approach is not about a specialized set of tools, or
appifying the Web.
Is the experience as good that way? Balsillie says they did early tests, and
it is 3-4x faster to run processes on a Playbook tablet as on an iPad. He
says it is about multi-core processors, it runs fast. Now, he says, run
flash content. It renders. It is self-evident when shown.
On BlackBerry Messenger, he says it is one of the rare cases where they have
moved forward in the app space. Using push protocols to share peer-to-peer
content in a controlled group. He says it is a natural extension of the
client on a device.
Are you stuck in the enterprise? “Oh my God, know,” he says. Consumer
business growing around the world, he says. Tremendous growth in BBM, peer-
to-peer. What you are seeing, he says, is that al kinds of things are moving
to the mobile services space. Stuck? No.
If you are going to do enterprise, he says, you need VPN. It matters. On BB
handhelds, there’s a range of price points and functionality they serve.
There are a lot of shifts going on, he says. There are a lot of moving
performance. I like where we are, he says. He says in the PlayBook there is
a module cavity - to add a module. There are a huge number of shifts going
on. He says they sell performance, Web fidelity/Web tools. And they sell
devices that meet CIO professional grade requirements.
With the Playbook and BlackBerry, he says, you get the mobility plus
professional grade devices. Enterprises are looking to do things differently
than they used to, he says. That sector will go through enormous growth, he
says.
On near-field communications for mobile payments and other devices:
Balsillie says they would be fools not to have it in a device in the near-
term. And he says that they are not fools.
Battelle asks where the accreditation happens with NFC. He says the banks
like to be in the credentials business. That is everything to a bank. So
will they do that here? Or will the carriers? Or will a platform do that?
Balsillie also says the appifying of the Web has happened, and will return
to existing assets. (Like Adobe tools, or something like them.) He thinks
the app period will pass quickly. Another questions is who is responsible
for credentials. He says the smart person constructively aligns with the
banks.
On the Playbook, Battelle asks what would define success for RIMM? He says
this is a professional product. He says they feel pretty good about pent-up
demand. He confirms they will ship in Q1.
Is it over for Nokia? Balsillie says he would not comment on another company
. But then he says what you are seeing is that feature phones are shifting
to smart phone. The core aspect of the question is how well is the company
adapting to a world shifting to mobile devices.
What is the heart of RIMM? What do you stand for? What is the foundation?
Two aspects, Balsillie says. One, innovative performance. Two, constructive
alignment. These are strategic calls, with lots of ramifications for your
devices. Leverage existing Web properties and tools. He says they can
increment performance harmoniously with the alignment. Gets weird when banks
and carriers both want stronger rules. The nuancing gets tricky. It does.
Every day.
Coming back to the app question: he says there is a huge role for apps, but
that you should be able produce them with standard Web tools.
RIMM is a sharply lower market overall is off $1.63, or 2.8%, to $56.15. | l******o
发帖数: 2649 | 2 when he talks about what is the heart of RIMM
you know this company has no future.
pure business BS
typical business management person talk the talk to seem smart
【在 w******s 的大作中提到】
: Web 2.0: RIMM Co-CEO Balsillie Says Apps Are A Passing Fad (Updated)
: AT&T, Verizon, T-Mobile Launch ISIS Mobile Payments VentureWeb 2.0 Summit:
: An Interview With Digital Sky CEO Yuri Milner
: EMAILPRINTPERMALINK
: TWITTER
: FACEBOOK
: YAHOO! BUZZ
: STUMBLEUPON
: DIGG
: FARK
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