Needham, the techie based investment bank, downgraded Research in Motion today their conclusion attributed the change in rating directly to the iPhone 3G. The downgrade was based on the device as well as the software platform.
I would add another reason for the downgrade. The Pearl, which has been the hottest Blackberry, is not what it should be. My son, before he went to the Gen 1 iPhone had two Pearls. Both suffered from a problem related to the battery. AT&T replaced the phone when it happened after only a week's use (the phone went out and when the AT&T repair person looked at it said there was water in the phone although my son had not been near any water). But when it happened to the second model the AT&T repair facility said they no longer would warranty the phone. My son has now had an iPhone for three months and has had no problems.
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