The more I look at the evolution of the smartphone space and
what will surely be a highly disruptive (and
) wearable entry in
) Glass, the more I think a simply brilliant move by
) would be to buy
This would create a nearly unassailable device entry in the
enterprise segment: Apple's ease of use with Blackberry's security.
Now, the minute I saw Google Glass,
I loved it
, and I predicted that it would be huge, while most others were
skeptical, if not outright negative. In fact, now I'm nearly
convinced that this will be the next huge consumer tech product and
But here's the rub: How does Google Glass and all the data that is
going to flow through the product stay secure? Sure, there are
plenty of ways, but the enterprise customer is never the early
adopter. In fact, many times enterprise buyers are the last to
arrive following a huge consumer wave. After all, it took nearly
two years before most companies completely gave up and joined the
Bring Your Own Device (BYOD) craze, which Apple iPhones and iPads
ushered in. And, really, the iPad was the key device in turning the
Thus, if Apple were to combine iPhone/iPad products with the
vaunted RIM -- oh, I mean BlackBerry -- security, they would secure
an already steady revenue stream and possibly even grow it. This
would then buy them time to bring forth their next slate of
iSomethings for consumer and enterprise use. Then, whatever huge
amounts of future data/bandwidth was generated would already be
riding on the highly secure network and deemed safe for enterprise
Now do I think this is probable? Not at all. But I do think that
it's possible and as stated above, I think this would be a master
stroke for Apple.
Deparment of Justice concerns? None, as Apple doesn't even have 50%
of US market share anymore.
Canadian government concerns? I don't think so since Apple is a US
company, and it already has customer service call centers in
Canada. Also, Apple could easily agree to keep the BlackBerry
workers, R&D, and facilities in Canada.
Too high a deal price? Here again, I think Apple would have a huge
advantage. First, the company could offer a lower price than most
others and grant BlackBerry employees Apple stock options at a much
cheaper price now that the stock has come down so much. Also, Apple
can easily afford to pay a deal price that most other companies
would balk at. In fact, Apple could pay a 70-80% premium, or a
$13.5-14.0 billion market cap, and hardly dent its own balance
Bottom line: The more I look, the more I think this deal would be
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This story is an excerpt from Sean's
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Disclosure: Minyanville Studios, a division of Minyanville
Media, has a business relationship with BlackBerry.