A Tale of Two Devices

There are two reports out today, one about RIMs recent disappointing quarter and one predicting that Apple will have a billion-quintillion dollars in revenue in a couple of years.

I think the difference boils down to apps. Apple like apps. RIM doesn’t think they are the future.

But it doesn’t really matter what the companies want, what matters is what consumers want. And consumers want apps. The Yankee Group’s research says “We now expect that U.S. consumers will download almost 1.6 billion apps in 2010, and that those numbers will swell to more than 6 billion by 2014. Even more impressive, paid app revenue will swell from $1.6 billion this year to more than $11 billion in 2014.”

I still think Wired was right, the web is dead. Apps are the way to go.

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