RIM and the Internet

Paul Kedrosky posts some interesting comments about the Blackberry maker from Marty Algire:

DMA/etc… networks that were designed primarily for voice to work more like the Internet so other types of data can be sent over them, e.g. email. They completely nailed this. But there is a lot of expensive overhead to keep this working, e.g. synchronization servers at each corporate customer, and a multi-acre data center in Waterloo to re-route messages to wireless carriers.

However, those voice based networks are going away. They’re being replaced by wireless networks (licensed and unlicensed spectrums) that natively support IP applications. There will be no more need to overlay RIM’s technology on top.

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Rajesh Jain

An Entrepreneur based in Mumbai, India.