Does Apple-IBM Pact Spell the End of BlackBerry?

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July 16 (Bloomberg) -- Rosenblatt Securities' Brian Blair and Bloomberg's Cory Johnson discuss the alliance between Apple and IBM with Trish Regan on "Street Smart." (Source: Bloomberg)

Brian blair, do you think steve jobs would do something like this?

Definitely not.

He would not have bought beads or done a stock split or had a buyback, but this is not steve jobs company anymore.

This is probably the best evidence of that.

Ipads and iphones are in companies around the world because employees brought it and said, support this.

This is a different approach.

Right now, most of the fortune 500 and the global 500 use these devices.

But through the back door.

Now they will march through the front door with ibm.

And there will be 5000, 10,000 at a time being sold by ibm.

It is really incredible.

We're just talking about this yesterday, this organic movement, if you would, on behalf of workers.

Here is my device.

Can you make your software work for me?

And we've seen many companies do exactly that.

People are paying for their own device, because when you walk into a lot of places they hand you a blackberry and people say, no thanks.

Here's my iphone.

What does this mean for blackberry echo we have talked about the death of blackberry over and over.

Is it finally done?

The odds are bad for blackberry.

I was at one of those places that would do that, that would help companies decide what devices to employ.

I would not be surprised if we see this with google or samsung with ibm as well.

Ibm wants to offer the things their customers want and they were not doing it before.

I disagree with brian for fun, but i also think steve jobs would have done this deal in to second.

Why do you think that?

Ibm wouldn't do it back then.

They did not feel he needed to.

-- they needed to.

Apple was a partner in a way with the powerpc chip, which ran macintosh cost for about 10 years.

The problem with apple back in the day is they were stuck with this five percent to 10% market share of pcs if they could not get businesses to use them.

That was one of the reasons steve jobs got ran out of apple at some point, because they could not get the breakthrough in the market.

The fact that they are being ushered in triumphantly, ibm needs them more than apple, probably, and it just shows the success of their product.

But steve jobs will not sell you something -- will only sell you something if you are willing to buy it.

Whether jobs would have done it or not is probably not relevant.

But what is really important is this is good for both companies.

This will mean more iphone and ipad sales.

This is going to be great for ibm, because it's going to make their platform attractive to developers because there are tens of millions of these devices being sold per quarter to consumers.

And now we will see them sold right in the front door by companies who will take them and unlock new ways to use the ipad, which we have not seen yet.

What does this mean for the pc?

If more and more workers will be using ipads -- and don't forget, we are announcing microsoft word now being available for the ipad . microsoft waited too long to get their sweet on ipad.

-- suite on the ipad.

Since the ipad launch, microsoft has been in decline.

We will see all the things they used to be able to do on a notebook and now they will do it on an apple platform.

That has not been the case until this arrangement.

First of all, the surface platform is entered -- an interesting one.

It provides a lot of capabilities.

But whether he can do it or not does not matter.

Nobody is buying the surface.

We will see.

I think it is too early to give up on that.

It is an innovative product that does some that the ipad cannot do.


Also, stacy smith from intel was on "bloomberg west" earlier.

We talked about intel having more of a crystal ball than most companies and technology.

They see a recycle for the pc.

People continue to use pc's, particularly in the workplace, and i don't know that that is going to go away.

We will continue to see tablets take over what notebooks have been doing for the last five years.

I agree.

A tough environment still exist, but we will see tablets replace notebooks.

Think you guys very much -- thank you, guys, very much.

This text has been automatically generated. It may not be 100% accurate.


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