谷歌收购黑莓大猜想

    谷歌公司（Google）应该收购行动研究公司（Research in Motion），即黑莓智能手机的制造商。理由如下：

    黑莓手机的用户都喜欢它的外形元素，特别是键盘，因为这款手机对收发电子邮件来说真是不二之选。行动研究公司享有盛誉的安全性能则锦上添花，使企业和政府部门深感满意（当然，如果他们喜欢监听的话，则会感到恼火）。用户还喜欢BBM（黑莓手机短消息服务）。

    但也仅此而已了。人人都讨厌黑莓手机的浏览器，它其他的应用程序、集成性能等。在我看来——相信不止是我——行动研究公司正慢慢地走下坡路，尽管他们也推出了新款的平板电脑和触摸屏手机。

    谷歌公司正谋求进一步拓展其平台。如果这两家公司能精诚合作，那会是一个极佳的组合。

    一旦合作，谷歌公司将取得专利组合并获准使用黑莓手机优秀的键盘，而不是某些蹩脚货，如摩托罗拉机器人（Droid）手机的滑出式键盘。理想的话，谷歌还能对外授权黑莓键盘的使用。谷歌公司甚至可以将硬件整体外包给手机生产商（如HTC公司？），从而将Android用于其平台，同时避免与其渠道产生竞争。

    谷歌能在其整个信息产品线上充分利用用户对黑莓及时交流工具BBM极高的忠诚度，将其注入Gmail聊天功能及其他产品中。谷歌公司还能进一步增强移动研究公司极佳的企业安全性能。黑莓手机或许还能改善谷歌公司与移动运营商的关系，虽然我并不确定这一点到底有多重要。谷歌公司可以将Android放到黑莓手机平台上，黑莓手机现在的用户一定会喜出望外。

    以上就是我的分析。您对此有何高见？

    理查德•戴尔是波士顿地区的风投公司西格玛合伙公司（Sigma Partners）的合伙人。

    译者：清远

    Google (GOOG) should buy Research in Motion (RIMM), makers of Blackberry smart phones. Here's why:

    Everyone who uses a Blackberry loves its physical form factor, especially the keyboard, because the phones are great for email. RIM's famous security adds to this, and makes enterprises and even governments happy (or unhappy, if they like eavesdropping). People also love BBM (Blackberry Messaging service).

    But that's it. Everyone hates the Blackberry browser, the other apps, the integration, etc. In my opinion -- and I'm not alone -- RIM is on a slow decline, despite their new tablet and touchscreen phones.

    Google is looking to extend its platform to everywhere. Put the two together, and you have a great combination.

    Google could get the patent portfolio to allow them to use (or better, out-license) that great keyboard, instead of the crappy one on, say, the Motorola Droid slide-outs. Google could even choose to spin off the hardware altogether to a handset manufacturer (HTC?), to reap the benefits of getting Android onto the platform but avoid competing with their channel.

    Google could leverage the intense loyalty of BBM across it's entire messaging line, adding to Gmail chat, etc. Google could add RIM's great enterprise security. The BB phones would probably enhance the relationships Google has with the mobile carriers, although I am not sure how important that really is. Google would be able to put Android on the BB platform which would make current BB phone users very, very happy.

    That's it... Any comments?

    Richard Dale is a partner with Boston-area VC firm Sigma Partners.