This Could Be a Game-Changer for Research In Motion Ltd (BBRY)

So what?
What does all this mean? I think there are a few big takeaways. First, analysts who rely entirely on calling stores to gauge demand for BlackBerry products won’t get reliable results. BlackBerry’s strength in the corporate world means that many sales go outside normal retail channels, compared with Apple or Samsung, which are primarily consumer brands.

Second, sales of Apple Inc. (NASDAQ:AAPL) and Samsung smartphones are of a different order of magnitude than BlackBerry. If Research In Motion Ltd (NASDAQ:BBRY) can ramp up to selling 5 million Q10 smartphones per quarter, which I think is feasible, it will blow away Wall Street’s expectations. However, the Q10 would still appear to be an “unpopular” phone at that sales pace, compared with Apple’s iPhone 5 or Samsung’s Galaxy S4.

Much of the “hype” surrounding Research In Motion Ltd (NASDAQ:BBRY) stock has faded in the past few months, and I think this sets the stock up for a nice rally this summer if the Q10 phone meets its potential. While the QWERTY smartphone market is a niche area, there are no strong competitors, so I’m definitely betting on BlackBerry.

The article The Q10 Rollout Could Be a Game-Changer for BlackBerry originally appeared on Fool.com and is written by Adam Levine-Weinberg.

Fool contributor Adam Levine-Weinberg owns shares of Apple and BlackBerry and is long Jan 2014 $13 Calls on BlackBerry. The Motley Fool recommends and owns shares of Apple.

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