Blackberry OS 10 Delayed Again - Middle of 2013

This is a very bad day for RIM workers.  First, there was the 5K job cuts that's coming.  Then, there's also the more than half a billion dollar loss by the company during the last fiscal quarter.  Well, expect more pain, guys.

Blackberry fans who wanted the same OS that runs on the Playbook to run on their Blackberry superphones will have to wait until the second quarter of 2013.  You've got another 9 to 12 months of waiting to do.  At the current page of mobile innovation and competition, that's a life-time.

RIM will be going up against the iPhone 5 and maybe even the Galaxy S IV.  On top of that, Windows 8 phones could prove more popular than Windows Phone 7.5 devices now.

I don't want to say that we should close the book on the iconic messaging device company but certainly, I hope someone scoops them up.  Some with deep pockets who can make it work.

Who will benefit the most now that RIM's missteps has begun to put the company's livelihood in danger?  Apple will be Apple as Google's hardware plans like the Nexus 7 and Motorola become more clear.  However, it could be Microsoft's Surface tablet that benefit the most.

Microsoft with its strong corporate reputation could try to position Windows 8 devices as a strong Blackberry alternative.  Traditionally, Microsoft has been more willing to acquiesce to individual government and corporate needs where as Apple is well, Apple.  And should Windows 8 phones gain traction, that halo effect could bring in Surface tablet sales.

We'll know in time how well Apple and Google will be doing with their iOS 6 and Jelly Bean devices.  No matter now you look at it, at this point, RIM's portfolio of mobile and messaging patents are more valuable than its hardware and service businesses.