re: Secret CIO: RIM, What's Going On?
With RIM's dismal all around performance, combined with Microsoft's partnership with Nokia, and Google's purchase of Motorola - I came to an interesting option for RIM: Sell out to Amazon.
I had read other comments (after the Microsoft and Google moves) that RIM was lost in the consolidation because they had neither hardware, software or patents that anyone would desire. I agreed at the time - but now I think that Amazon could have long range uses for their hardware, software, and most importantly established inroads to business users.
At some level, Amazon is competing directly with Apple's iPad. If they choose to release the 10" version of the Kindle Fire next year - that competion will be brought up a notch. Interestingly enough, the buzz is that the Kindle Fire's hardware is based on the Playbook's hardware. If Amazon's desire is to more fully compete in the Apple, Google, Microsoft world - a future step could be to drop the screensize to around 4" and add a phone. If they had RIM's business messaging as well (and soon smartphone management tools) - they would be in a very good position to pick up where RIM should have been a few years ago.
The market is looking for a good smartphone with the capabilities of the RIM Blackberry. After having the new Blackbery 9930 and comparing that to Adroid and iPhones that are a few years old, it seems really apparent that RIM isn't capable of meeting that demand.