At $99 for the older version, Apple's iPhone may now have wider mass-market appeal, but the would-be Apple iPhone Pro still lags behind the BlackBerry in the office space.
"While we continue to believe Apple maintains a wide lead in the high-end consumer handset market over RIM, we do not believe Apple's new iPhone S is a material game changer for RIM," JPMorgan's Ehud Gelblum writes in a research note Tuesday.
In a side-by-side hardware comparison between the iPhone S and the BlackBerry Bold, JPMorgan points out a few differences, such as a touchscreen vs. a keyboard, but no other dramatic distinctions.
In other words, Apple doesn't provide significant enough benefits to get business users to replace their RIM email devices with big-screen iPhones.
Apple decided to stick with the same iPhone design for the tricky third year, figuring another big price cut would help keep the phone hot. Analysts say the move is a no-brainer and an easy way to tack on another 40% sales growth.
Apple can't yet crack the BlackBerry's hold on business users, but it may not matter as consumers increasingly replace their old dumb phones with smartphones. And after a rocky entry into the consumer market last year, RIM has had a smoother ride
Now both shops are pushing for broader marketshare as reborn entrant Palm's Pre and refocused giant Nokia aim their best smartphone efforts at the market this summer.
With RIM shares up 2% in early trading Tuesday and Apple largely unchanged, investors seem to think the BlackBerry maker came out of iPhone Monday a winner.
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