NEW YORK ( TheStreet) -- When former Sex and the City star Kristin Davis tweets, I listen. But does BlackBerry (BBRY)?
The other day, in Best Buy and Microsoft: The Blind Leading the Partially-Sighted, I made the case that Microsoft's (MSFT) abject failure with the Surface tablet comes down to the fact that it just not a very good device:
Because it's the major markets, where Apple and Microsoft already have significant retail presences, that matter. The issue isn't about sales channels; it's about the devices. Both the quality of the devices and the marketing. Microsoft blows on both counts; Apple doesn't.
That statement should cease being opinion; it's obvious and objective fact. Microsoft could have Best Buy (BBY) hand a joint and a Surface tablet to every person who walks into one of its stores and the soulless big box would still generate more revenue off of the snacks it sells at the checkout line.So let's flesh this out, as it pertains to the artist formerly known as RIM. Microsoft has crappy devices; BlackBerry doesn't and never has. Microsoft put out some snappy commercials showing what its tablet can do and Apple's (AAPL) iPad apparently cannot. The ads made people laugh, but they failed to sell Surfaces. In fact, Microsoft spent more money marketing and writing off inventory than it made in tablet revenue. BlackBerry, as Davis's Tweet nicely illustrates (she has a way about her), started this whole smartphone craze. Apple didn't. Apple just came along and kicked Blackberry's ass while James Balsillie was busy failing to bring a National Hockey League franchise to Southern Ontario. BlackBerry will never recover to the extent that it overtakes Apple; however it can do better. Davis is hardly alone in her love for that QWERTY keyboard. As an iPhone 5 owner, I have even given the new BlackBerries a look. The one with the keyboard. Unlike Microsoft, RIM doesn't need new, different or better devices. This next generation is good. It just has to stop trying to be everything to everybody. It has to cease futile efforts to compete with Apple. And it has to play to its strength. I see the company marketing to folks who love the physical keyboard. But it also feels a bit like People are holding out for this style of phone from us and, once we get it out there, they'll come back in droves. Not sure. BlackBerry needs to find a way to make a unique push, remind people of what got them hooked on their smartphones in the first place and, more importantly, deal with the droves of us stuck in two-year contracts we could, with the right deal, be lured away from. Follow @rocco_thestreet -- Written by Rocco Pendola in Santa Monica, Calif.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV