Blackberry running out of juice?

Research in Motion, responsible for those of us “thumb-typing” all day long and undoubtedly king of the smart phone market announced quarterly results today. Impressive!! They beat analyst estimates again. Yet, the stock traded at some point after hours almost 10% below yesterday’s close (it has then recovered all but the last 2% or so). Is the Blackberry is running out of juice (I hate puns!) at last?
People buy things because of the things these things do (whaaat?). Applications are what sell devices, not the devices themselves. Sure a sexier iPhone will sell better than an ugly one but first and foremost you have to want to do what the iPhone does before you consider it.
The battle for the Smart Phone is on!

The industry seems desperate to find an alternative to the iPhone so far with no success. Palm (the inventor of the category in a way) launched last week the “pre” a successor to the “pro” (pretty creative naming) that is supposed to be what we’re all been waiting for. Based on what Palm calls WebOS (do not try to pronounce it in Spanish) which is really a WebKit browser on top of a Linux kernel. It is to me just another “clever phone”, pretty well designed, but just a follow up.
What's next after the iPhone?
We all have seen the success of the iPhone, what it has done to AT&T, and how it has changed the way we look at our phones. Blackberry maker RIM, Nokia, Motorola, HTC, LG, Samsung, and others have touch phones (the last three mostly with Windows Mobile or Android) that arguably perform similar functions. App store clones are popping up like there is no tomorrow, carriers are warming up to WiFi, GPS is now a standard feature, and web browsing on a phone is a no-brainer. We can’t help but question what’s next? The problem with technology that took the industry by surprise is that it is very tough to follow. Sure there is a 3.0 upgrade in store for the iPhone but it is evolutionary at best. We all heard the potential improvements (a real keyboard, the ability to run multiple apps, a replaceable battery for crying out loud! etc.) but no analyst or company has come up with the next best thing. A truly smart smartphone is what’s missing.
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