(Reuters) - Research In Motion posted a 27 percent dump in quarterly distinction on Thursday and pronounced it would expected boat between 11 million and 12 million BlackBerry smartphones in a weeks around Christmas, a initial decrease in years for that historically clever period.
COMMENTARY:
COLIN GILLIS, ANALYST, BGC PARTNERS, NEW YORK ON Q4 OUTLOOK:
It's dismal. Their beam for Q4 is next expectations. The regard is there's a series of phones in a channel already. Is this a start of a downward trend in terms of units shipped?(If) consumer direct slows for their product a things is going to lay there and we could start saying a ratcheting down of units shipped and that's a large concern.
"2012 is going to be a formidable year for a company. It's too shortly to contend that there's a bottom in place here. This is a risk of a batch like this is that numbers continue to get ratcheted down and it can occur unequivocally quickly, quite if it falls out of favor.
ON NEW QNX PHONES SUMMER DELIVERY DATE: "By afterwards a ecosystem runs a risk of being abandoned. They've already got temperate developer support and afterwards they're going to be rolling out these phones right pound in a (midst) of an iPhone 5 (launch) many likely."
BARRY SCHWARTZ, PORTFOLIO MANAGER, BASKIN FINANCIAL SERVICES, TORONTO
"They need to shake it adult and shake it adult fast . a mutation of RIM to apropos a program association is what's in store for 2012 and we might see them totally get out of a handset business all together. Maybe it's some-more inestimable for them to have other people furnish their products and sell it as a RIM phone, though apparently people are unhappy with what's going on with a guidance.
"People are some-more romantic on this name than a value that's in there. It's been a terrible performer, it's missed guidance, their superintendence was not even tighten to what they were articulate about in a commencement of a year so it's being harm for those reasons, it's some-more of a recoil than formed on value.
"RIM needs a jolt, a share buyback would help, a pision would help, or a sale or a dissection would assistance though we consider all a movement players are now out of a stock. At some indicate there's got to be some-more value than a cost is reflecting.
TAVIS MCCOURT, ANALYST, MORGAN KEEGAN, NASHVILLE:
"The superintendence was accurately what we had in my indication and a discuss of somewhere around 75 million subscribers is indeed flattering good, so a trend is a same as final quarter: they're still adding a lot of subscribers, though they're not offered adequate phones."
"The takeaway from that is business aren't churning from RIM to other platforms, they're only not upgrading their BlackBerries."
"That's going to be a large question: are (customers) only going to wait and ascent to a iPhone and Android or are they unequivocally that constant where they're going to wait for a improved BlackBerry?"
"(On a batch decline) we can't explain a marketplace and we positively can't explain a marketplace as it relates to RIM's stock."
"The trend is not good, though they're not in a panic situation."
JEFFREY FIDACARO, ANALYST, SUSQUEHANNA FINANCIAL, NEW YORK:
"The concentration is going to be on a (fourth-quarter BlackBerry sales foresee of) 11-12 million units, down 18 percent sequentially. Normal anniversary fourth entertain is adult 7-9 percent. we consider that implies poignant concerns on sell-through."
(Reporting by Cameron French; Editing by Frank McGurty)
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8:29 PM Thursday, December 15, 2011