Monday, May 4, 2009

Blackberry Day

Blackberry maker Research in Motion holds its annual analyst day today. I wrote previously that I expect a period of margin discipline as the company looks for a new or incremental growth driver. The company is still growing rapidly, which deserves high praise in this environment.

I'm not sure how to clean up that chart, but it's from Google Trends. The top (blue) line if searches for "iPhone". The red line is searches for "Blackberry". The battle is still on. Kudos to Google for making cool apps like these available and free.

If new news on the product roadmap is coming any time soon, look for it today. That last sentence is so obvious that there is a good chance the stock is weak today no matter what the news. The stock has had a big run.

More later.

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