A leading analyst has suggested that new RIM CEO Thorsten Heins is steering the company away from previously rumoured plans to expand the BBM messaging platform to Android and iOS.
Suggestions that the BlackBerry messaging service is heading for a multi-platform rollout have popped up regularly for nearly a year now, but it's now believed that RIM wants to slug it out in competition with its rivals.
Most of the chatter surrounding Research in Motion over the past month has of course centred on the replacement of former co-chairmen Mike Lazaridis and Jim Balsillie with a new face – Thorsten Heins.
First it seemed that Heins was saying that all was well and that nothing needed to change, before a media backlash forced him into claiming what he meant was that nothing too drastic needed to change.
We disagree with him on that too, but be that as it may there's been very little said about the specifics of the changes Heins actually has in mind.
Well, enter Jefferies analyst Peter Misek, who appears to have some answers for us, or at least so thinks Forbes.
First, Misek pours cold water on the BBM multi-platform rumour, throwing in the claim that RIM will also “delay and possibly abandon its OS licensing plans” – another rumour that's been doing the rounds in recent months.
In both cases, Misek suggests that RIM is making a mistake, and when added to the long wait we're going to have before the first BBX devices actually make it out the door towards the end of the year, Misek feels less confident than ever.
“We recently met with Heins and found him engaging, articulate, and thoughtful,” Misek reveals. “We see no evidence that he is under the influence of the former management in any way.
“But we respectfully disagree with him. We believe that a delay in licensing BBX (what we believe to be an excellent OS) is a mistake.
“We believe decelerating efforts to offer enterprises the ability to get their fast secure Blackberry email on an iPhone or an Android device is a mistake. We want to believe in RIM, but see the near-term risks as too high.”