“Officials at the WES 2010 keynote said that RIM has redesigned all of the core applications within the BlackBerry operating system. It also revealed that there are 41 million BlackBerry users, and 90 million BlackBerrys have been sold to date.”
Apple already announced that they see 100 million iPhone OS devices sold by this summer. The installed base for iPhone OS devices is likely to be much greater than 40 million since most of the 85 million devices sold as of today were purchased less than 2 years ago. With the iPad and the iPod broadening the portfolio, the Apple mobile platform will grow more rapidly than RIM’s leading to increasing network effects.
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