It's a positive indication, because there haven't been any signs of a pickup in the past two years. What they're seeing is a division of a company saying 'let's get 10 of these for our group,' and that's a small segment of their business. |
It's wait and see how the new products are accepted. Palm could see business demand become a bigger portion of sales if the products do well. |
Most people's estimates will be going up for the fourth quarter. |
RIM makes a healthy monthly profit per subscriber, and anyone who thinks they can provide 80% of the solution and capture some portion of the market that RIM is going after will give it a try. But I don't think there's anything more ominous here than what's already available from Good or Microsoft. |
The reality is that there are already a lot of competitors out there, and they're trying to set up their own solution. |