Shares of Research In Motion dipped more than 5 percent after analyst Peter Misek said the company isn’t likely to ship BlackBerry 10 devices until March rather than January. Misek also said RIM isn’t likely to secure any licensing partners for the new platform until those new devices hit the market.
The timing couldn’t be worse here for RIM, which had initially hoped to have BlackBerry 10 handsets available by now. The news comes just as mobile platform providers are preparing for the all-important holiday season, which means RIM will have to continue to watch its market share melt away before it has a chance to try to stage a comeback.
But the biggest problem for RIM is likely Microsoft, which will breathe new life into Windows Phone when the new version is released in the next few months. Microsoft appears positioned to target the enterprise with its operating system, as evidenced by its acquisition of PhoneFactor a few days ago. That market was RIM’s bread and butter, of course, and Microsoft will have even more time to stake a claim ahead of the rollout of BlackBerry 10.