It's not a typo: I really meant Nokia, not RIM. Look, the writing's on the wall. In the first quarter of 2012, only Apple and Samsung reaped benefits of the 41 percent year-over-year growth in the smartphone biz.
Together, the two frenemies accounted for 55 percent of global smartphone shipments in Q1 and an astounding 90 percent of the profits.
Apple shipped 35 million iPhones in Q1 while Samsung recorded 43 million global shipments. None of this is surprising. What's stunning is how sharp Nokia's decline is. Of all companies, beleaguered RIM, whose Q1 shipments dipped 20 percent, may soon surpass Nokia...