Blackberry is headed for a decline – so says this analysis which was endorsed by Fred Wilson (a well known Silicon Valley VC). Indeed the analysis is quite convincing the graph does show that BB may be at its peak and on its way to decline as a platform. But I have 3 reservations for this analysis: Its too early to comment – the subscriber growth drop is only 1 quarter old trend, not something to base a future scenario on It ignores the power of network effect – while apple and android are growing faster than BB, we must acknowledge that blackberry already has a large installed user base and hence it’s not so easy for the whole platform to wipe out instantaneously. More importantly, BB users are primarily corporate users and it’s quite difficult for them to migrate away from the platform based on individual will and whims. The corporation must decide to change before the end subscriber moves. The opinion is based on sample surveys – this objection especially applies to the ...