209: Neeraj Monga – Contrarian Stances on Fundamental Inflection Points
Chat With Traders
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The Future of Blackberry
Apple only had a arrangement for the first five years with AT&T in the US and Verizon was not. It gave Blackberry room to keep on going in the US, selling its devices as smartphone. But while I was writing, I was saying this is not a forever issue, this is not one to last. And if you look at the technology and the scale that Apple has, and the fact that there is fungibility in terms of the operating system - strategically everything is going to change.
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