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I agree. As an outsider it seems odd to think that their best two markets are CEOs and teens. Kind of like the game "which one of these is not like the other". I think the common link is that both of these groups have a heavy emphasis on what I'll call "high availability communicating".

I can offer some more anecdotal evidence about the outrageous prices of SMS driving market behaviour... I was in NZ for a while when Vodafone (?) had a free text to other Vodafones in the weekend deal. _Nobody_ I knew had a Telecom (the main competitor) phone unless they actually worked for Telecom.

So we might say "okay, just specialise in texting"... but I think the other trend driving smartphones is convergence. I went looking to buy an iPhone the other day, but they are all sold out in my area. So instead, I bought an iPod Touch and am using a beat up old Nokia - but it annoys me that I need to carry two devices.

What the iPhone bought to the table (or rather, massively accelerated - since apps were available before but not in great demand) is convergence of things that we never would have actually carried around before - like a compass, barometer (weather forecast), pocket games etc.

Another example that comes to mind: when in London I used to carry a "Pocket A to Z" guide, which is basically a book that is a high level map of the city. It was my top priority purchase on arriving in the UK. Now though I would simply use an iPhone or Android phone instead.

And it is in this area of convergence that I think RIM is falling behind and their lack of vision and bad products (storm etc) are most telling.



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