"But they are poised to address some of the gaps in those experiences starting with new software, new products."
As RIM's earnings and Apple's iPhone 4 simultaneously go public Thursday, the concern is whether RIM will sell out just as the Palm did to HP. Abramsky said "there's an entirely different equation at work."
"I don't think RIM is like Palm," Abramsky said. "Palm had scale challenges. Rim's carrier distribution is 550 carriers. Palm only had 5. Palm only shipped about 2 million smartphones. RIM will ship 50."
But competitors such as the iPhone and Android will pose a "threat" if RIM doesn't address the gaps in user accessibility, Abramsky said.
"RIM has to get improvements to its browsing experience, its app experience, and new devices out there—all of which are coming—that will retain to its particular consumers," he added.
Scorecard—What He Said:
- Abramsky's Previous Appearance on CNBC (April 1, 2010)
Opposing Market Views:
CNBC Data Pages:
RBC Capital Markets makes a market in the securities of Research in Motion.