You're watching...
Enderle Group Principal Analyst Rob Enderle on reports IBM is considering buying Research in Motion’s servers and the uncertain future of Research i...
Also in this playlist...
Auto-advance: ON
Auto-advance
This transcript is automatically generated
Date that IBM is considering buying sop not all of it but some of Blackberry maker Research in Motion servers.
Adding news but nothing has been confirmed -- so is breaking up the Blackberry maker good idea joining us now is rob generally elderly group president and principal analyst.
And the man -- knows everything about Silicon Valley gonna see again rob.
Why would they be why would IB MB a good figure I understand they would they would handle the server part of of the business for Blackburn why would that be a good fit or bad -- Well be good -- because IBM's an expert on servers and many kind of created that server category years ago when they had the main -- And they don't compete with -- anyway she perform they have no client business anymore having sold that off to Lenovo.
-- -- -- -- -- They -- good partner because they wouldn't come back and take business away from -- at some future point and they are expert -- running cerberus but the management security software.
The would wrap around those servers and create a solution for the large enterprises that IBM -- so it would be worth more to IBM -- -- that it is now currently worth around.
Well -- you know everybody's wondered about -- Robin and I looked down on I think to myself.
This is a company that has seventy million what do you call them subscribers customers.
I think isn't -- worthy of something.
Well it is but that you have to be able to do something with it and IBM doesn't want the the phone business.
It's and Herbert Samsung's looking at them for the phones and probably mostly for the intellectual property -- -- just as a Samsung has denied it.
It seven ways -- Saturday but it seems like a better fit -- data it.
-- they denied even thinking about and you know they thought of it so or this could have won the case you know if you know the other lie he's -- -- how much now so that so via.
So yes of that that stuff that's that going rumor and they need the electoral property arm has pretty desperately to -- apple they're losing against apple in the United States.
Large intellectual property rim could -- that much but apple on the defensive which -- make it worthwhile decide.
But the but that that gives them and then the other potential suitors are good -- who needs that same intellectual property for much the same reasons and then -- we mentioned before.
Who would like to move their phone business out of kicked out of China and move it into the rest of the world -- rim could help them do that.
OK but let let's face the reality here that a lot of businesses are facing which is that Blackberry and a still hasn't come out and there's no telling when the Blackberry ten will come out the new Blackberry device meanwhile apple was is not letting moss grow under its -- its.
Planning -- for that the apple five to come out its.
If you know it's licking its chops hoping to get all of that that business that Blackberry has so that it would not only have the consumer business but also.
The business end of the cell phone market.
What day what's gonna happen I mean we have to be honest that it just doesn't seem like blackberries coming out would -- Well not time anyway fourth quarter is the biggest quarter for Blackberry but this again -- for IBM could play in here it by the hammered by the services business and then.
-- the server business and then wrap -- -- IBM servers services which is what they typically would do.
You now the company that actually build Microsoft it was idea -- Microsoft into the enterprise.
Backing up Bob Blackberry so you go from a company that's going under the how it is backed by the most trusted company in technology.
That could stop the erosion and then a -- hits with their new product in the first quarter they're still alive to do something whether it.
And then they've got an engine to drive deported back into the enterprise -- underneath IBM so that that does provide at least in theory a process to get there but -- -- -- right miss in the fourth quarter of a new product.
Was horrible -- not only did people then.
Wait to -- blackberries.
They can be attracted dubbed android phones that apple phones -- the rest 'cause rim really doesn't have anything to hold aloft until that -- platform -- are you excited or impressed at all by -- current management.
Neither at the moment I mean when long -- serious.
Well when you got serious problems hiring insider to run the company typically isn't a good strategy typically bring in tell me outside.
To change the strategy shake up the company go something some -- different I've done a lot of turnarounds.
And that mergers and acquisition work over the years and the -- very they're using is typically not that successful so.
My hope is is I'm reading this wrong but I'm not yet that excited about the current -- Good to see you -- tenderly elderly group president and principal analyst for watching rim and Blackberry.
