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Chris Umiastowski spent more than a decade working as a technology analyst on Bay Street. He now works as an independent analyst and strategy consultant. He is blogging from BlackBerry World for The Globe and Mail.

Mike Lazaridis just finished presenting at RIM's Capital Market Day. I have to say I was disappointed with his content and delivery. He started quite strong, going through much of the past experience that has brought RIM to where they are today.

Then he spent a lot of time talking about the Playbook. He mentioned that he was actually using a Playbook behind the podium to drive his presentation via the HDMI output. That's nice and all, but he would have done better to skip a lot of the feature-rant and focus more on differentiation.

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Here's an example of what I mean: He spent a lot of time explaining how useful HDMI output is in both consumer and enterprise settings. He spent equally as much time explaining how smooth and useable the multitouch interface is. The problem with this is a lack of uniqueness. Apple and Motorola could have given the same presentations regarding their iPad 2 or Xoom tablets.

I would have been much more interested to hear RIM talk about what they will be doing with the tablet OS in the future. For example, we have still not seen the Playbook run two apps on the screen at the same time. For example, show me a thumbnail video streaming in the corner of the screen while I navigate e-mail on the rest of the screen. That would be original, and something we already know the QNX rendering engine can handle.

Lazaridis has a general session keynote tomorrow morning. Hopefully my disappointment will be end up being only temporary. I'm usually a huge fan of the way he presents and I'm looking forward seeing the keynote.

The author owns shares in RIM, Apple and Google.

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About the Author

Chris Umiastowski, P. Eng., MBA, has over a decade of professional experience analyzing technology stocks as a former top ranked equity analyst on Bay Street. Prior to that, he worked as an engineer in the telecom industry. His deep technology and analytical experience help him identify investment opportunities that come from sweeping change in tech-centric industries. More

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