Very interesting article on why RIM should be worried about the future, even though in some ways their results look good. The main theme of the article is that with Technology, by the time most companies realise they need to change, it’s too late: looking at performance indicators can hide the reality.

This aligns with what I’ve said about RIM, and also explains how Microsoft (and Palm, if less abruptly) went from domination of the Smartphone market to near oblivion in 3-4 years.

Well worth reading.

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