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18-Dec-09

Potential Smartphone Buyers Choosing Blackberrys Despite iPhone, Droid Hype

Holding Rationale for GOOG.

RIMMAs Research in Motion (RIM) rallies in the wake of strong quarterly results, it is worth noting the prevalence of Blackberry devices on this list from comScore: looks like 51 percentĀ  of potential smartphone purchasers surveyed plan to buy a Blackberry device in the next three months. This compares with 20% for Apple’s (AAPL) iPhones, 17 percent for Google (GOOG) Android-based devices and a puny 3 percent for Palm (PLM) devices. This helps to explain why RIM’s results impressed, whileĀ  Palm’s disappointed.

The focus of the comScore report is how Android is shaking up the smartphone market. “Although Android’s share of the smartphone market is relatively small, it has quickly doubled in the past year to 3.5 percent in October 2009. Understanding the mobile media behavior of Android users highlights why operators and media companies might embrace the platform and fuel its growth.”

An analysis of mobile media consumption on smartphones revealed that users of both Apple and Android-supported devices were more likely to engage with mobile media than an average smartphone user.

Users of the Apple iPhone were most likely to consume mobile media, with 94 percent of users doing so in September 2009, while 92 percent of Android device users, predominantly T-Mobile G1 users, engaged in mobile media activities, 12 percentage points higher than an average smartphone user.

Apple and Android users were equally likely to engage with news via their browser and nearly identical in their mobile application engagement. Email was the only major activity in which iPhone users (87 percent) were far more likely to participate than Android users (63 percent). Overall, these data suggest that Android users will behave more like iPhone users than other smartphone users.

For more analyst comment on RIM, see Alacra Pulse.

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Tagged Stocks: AAPL, GOOG, PALM

 

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