Do we believe it's about super high performance? Yes. Do we believe it's about full web fidelity? Yes. These are concepts that were really relegated as not technically possible, which we're doing here. This is a no compromise environment.

Jim Balsillie, RIM's Co-CEO, just gave the clearest indicator that the company is intellectually blind to the market that they are entering.

Why? These guys are confusing assembling a bag of chicken parts with creating a living, breathing chicken.

There is no such thing as a "no compromise" environment. Nothing is free. If you can operate as a swiss army knife, you likely won't cut a path to anywhere particularly well.

Why? Because every system has a finite amount of resources, and the technical trade-offs to support, e.g., an Android runtime, come at the cost of running a native function EVEN better.

Worse, if you read the whole piece, they seem to be acknowledging the shovel-ware aspects of their strategy, blind to the fact that their "proprietary advantage" is utterly uninteresting to the lion's share of developers; and developers make or break a platform play.

Put together, you have a confusing message, wrapped around an unfocused product.

A note aside, if RIM senior management had come in and said, "Our advantage is in the enterprise, and the tens of thousands of apps built for Blackberry, we are going to FOCUS on owning THAT customer, because neither Apple nor Google play well with that customer," well then they would have warranted at least a benefit of the doubt.

Instead, they sound like they are going to blindly chase a segment where they are outflanked and ignorant (on the software side), the consumer.

Good luck with that.