Up or Down Motion for RIM?
Paul Kedrosky's blog, Infectious Greed, is a great source of information on new technologies. I've been using Gmail on my Treo for ~6 months now and I am very happy with it. I think Paul is right on the money here:
As an investor, I'm looking five years out, not at today. The current dismissal of things like Gmail mobile is typical of attitudes toward something disruptive, and I love it. Because these fringe services provide a fraction of the functionality at a far lower price, causing it to be dismissed by incumbents and pundits as a toy -- right up until the toys have a material share of the market and the pundits/incumbents are wondering what the hell happened.
As an investor, I'm looking five years out, not at today. The current dismissal of things like Gmail mobile is typical of attitudes toward something disruptive, and I love it. Because these fringe services provide a fraction of the functionality at a far lower price, causing it to be dismissed by incumbents and pundits as a toy -- right up until the toys have a material share of the market and the pundits/incumbents are wondering what the hell happened.