I was talking to a conservative (and smart) billion-dollar fund manager friend last week who loves RIM, so I have been feeling better lately about my cheery feeling toward the wireless messaging company. Not surprisingly, many out there think that RIM’s new licensing strategy is going to doom the Canadian firm, what with 60% of its revenues at risk from licensees. I disagree, for reasons that will become clear in a November column in Canadian Business magazine.
The Trouble with RIM
By September 19, 2004 · ··