Thus the downloadable OS model design is to congeal data garnered from Gartner, Bloomberg, Neilsen, Canalys and other sources in order to realistically track movement in the mobile OS space. Since this model actually deserves a post of its own, I will simply pull out some pertinent charts that pertain to RIMM.
Research in Motion, is still currently the market leader in terms of share, but is losing both demonstrably and rapidly in new users. As a matter of fact, if the recent historical trends persist, this is the last quarter that RIM will be able to claim the top of the market title as Android looks well situated to claim that crown.![]()
As can be seen from this chart, Android is just about there. Apple will probably show better numbers in Q3 with additional evidence of iPhone 4 adoption as well.
We, at BoomBustBlog actually believe that RIM is poised to lose market share (particularly the consumer market where it enterprise stickiness can't come into play) quite quickly and radically due to dissatisfaction among its user base combined with technically far superior handsets in the iPhone and Android camps.
So, although RIM is looking quite cheap now, it is quite possible for it to look much cheaper. The question is how does this market share loss factor into its equity valuation. That is why I have supplied our Professional and Institutional subscribers with the plug and play
RIMM Multivariate Valuation Model. By plugging
in the latest trends gleaned from the
Mobile Operating System Market Share Model, a much more clearer and reliable picture can be had concerning RIMM's situation.
Additional writings on Research in Motion:

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