Todd Kort Quotations

We've advised them to look at alternatives, but most companies are staying put.

There are companies I talk with that are absolutely livid.

There are plenty of other push-e-mail solutions out there, but I would say 75 percent of BlackBerry users look at other devices and don't find any of them particularly attractive.

The only question is whether the judge may allow the case to drag out a bit further or whether he's going to force some action this spring.

Since November 30th, I've talked to about 80 different companies, and only about four of them are seriously considering moving away from RIM.

People will keep using (Palm OS Garnet). For the average user, who doesn't use more than 20 percent of their device, they don't know the difference.

I don't hear anything about there being any shortage of ISPs in this market, so they may find it a bit difficult.

Casio is perceived as more of a consumer-oriented company and they're playing in an enterprise market.

Given RIM is likely to generate at least $1.5 billion in revenue from the U.S. alone this year, it just would make a lot of sense for RIM to settle for whatever amount they can.

He certainly wants it out of his hair.

I think the data devices will be more like 55 to 60 percent enterprise in 2006.

RIM does not appear to be losing much momentum despite its legal problems and the threat of an injunction. Generally, BlackBerry users are staying put because of the high cost of switching, lack of suitable alternative devices, and the low probability of BlackBerry service being shut down.

That doesn't give companies much time to switch over.

It fell on its face. Buying Be has taken them down the path to destruction.

Why HP, Dell, Nokia, Motorola, Palm, etc. have taken so long to create solutions that might strongly compete with RIM is difficult to comprehend. RIM has had a big target on their back for several years and everyone seems to keep finding ways of missing.

Now I have more faith that the company will survive.

They should be in a position to defend their niche petty well. But the market is growing in new directions and there's a lot of other mobile devices now.

They've been stuck at (Palm OS Garnet) for two-plus years. It's a pretty ancient operating system that can't handle multitasking, can't handle protected memory, and doesn't have great security, all the things that Cobalt was supposed to deliver.

They've been pretty strict with the hardware requirements associated with their operating system. I think Microsoft needs to open up a little more if they hope to create devices that have a little more coolness to them.

The Bluetooth feature will probably be most appealing in the European market, where they might be able to integrate that into the mobile phones that use Bluetooth,

It used to be around 20 percent of the market were enterprise users about four years ago.

The Z22 is a fairly strategic product. The goal is to bring new users into what they call the 'Palm economy' in the hope that, in a year or two, they may upgrade to a more fully featured model.

The Z22 is a fairly strategic product, ... The goal is to bring new users into what they call the 'Palm economy' in the hope that, in a year or two, they may upgrade to a more fully featured model.

Clearly their future is with smart phones, and as that mix moves toward the higher ASP, it will give them better gross margins and improve their financial picture.

A growing portion of new users and users who are upgrading want better messaging capabilities, such as access to corporate e-mail, short message services, wireless LAN, or integration of a PDA with a mobile phone,