Blackberry 2.0? About Time

I have been expecting a profusion of these NextBerry-ish things, so my main reaction to the following news is, “What took you so long”? Nevertheless, there will be plenty more of these very soon — and not just aimed at the youth market, like IXI’s product.

IXI’s Ogo devices deliver instant messaging, email, news via RSS
feeds, SMS, mobile voice and web browsing. They include a screen,
QWERTY keyboard (QWERTZ in Germany) and clamshell design. The devices
are based on Texas Instruments’ OMAP application processor and
manufactured for IXI in Taiwan.

“A BlackBerry costs between $200 and $400 plus a monthly charge
of $40 to $50 and is targeted at organizations. Ogo is almost free of
charge, while the monthly charge is around $15,” said Amit Heller,
president and chief executive officer of IXI.


  1. When IXI (or anyone else) has agreements with over 200 carriers and installations at over 50,000 enterprises, we can then start talking about a Blackberry killer. Until then hold your fire.
    Oh, and you have to license push email from guess who? When the big boys like Nokia already have, why would there be an exemption for a startup?
    And, while I have no personal experience with it, seems like the Blackberry Pearl is becoming a WOW! device — from all the blog posts at least.
    Disclosure: I have held a few RIM shares since 1998 but not enough to make (and then withdraw for business reasons) an offer for an NHL team.

  2. Marty Algire says:

    BlackBerry 2.0 = No more BlackBerry
    I recently met with a tech analyst who going on about how awesome RIM was and how they use all this proprietary firmware and he sees their market cap going towards 40B (CDN) in ’07.
    That got me thinking about RIM’s technology. RIM’s core technological investment is in turning mobile GSM/CDMA/TDMA/etc… networks that were designed primarily for voice to work more like the Internet so other types of data can be sent over them, e.g. email. They completely nailed this. But there is a lot of expensive overhead to keep this working, e.g. synchronization servers at each corporate customer, and a multi-acre data center in Waterloo to re-route messages to wireless carriers.
    However, those voice based networks are going away. They’re being replaced by wireless networks (licensed and unlicensed spectrums) that natively support IP applications. There will be no more need to overlay RIM’s technology on top.
    Some early signs of this trend:
    – Several startups are working on Skype over mobile wireless networks. This is a bellwether, the ‘voice’ part of the network is clearly going away when users start using voice applications on data networks (as per VOIP trends on wireline networks).
    – Web based email providers like Gmail are already providing mobile versions of their web interface. Corporate users can access their corporate email via Outlook Web Access Light (just like you use OWA on your PC when you can’t get VPN, OWA Light is a web interface better suited to mobile handsets). These web interfaces provide a great user experience, and offer the lowest possible cost to implement.
    Within 3 years the analysts will be heckling RIM for the costs of supporting a legacy technology and no differentiation against web based applications over standard data networks.
    As Eric Schmitt said at Web 2.0 “we have a saying around Google – don’t bet against the Internet”.
    Investing in RIM is a bet against the Internet.

  3. Hi,
    I heard that Revol Wireless already took the Ogo Service over….start this summer…will be release it. I can’t wait to get the OGO. I don’t like the Sidekick and Blackberry…due of cost lot over $40 per monthly service. I hope that OGO will be less than $25 per monthly service…I want the data plan service (no phone and voice!) for the hearing-impaired included me.
    Thank you,