RIM problems not WIN'sAnyone who thinks that RIM's problems can result in any kind of donwdraft for WIN should think again.
The bottom line is that if someong buys a cell, they will buy it, whether or not its a Blackberry or whatever. Either way, WIN gets its royalty.
In fact, RIM's problems increase the likelihood that they replace any lost revenue with patent license revenue. In my view a RIM-WIN bid for Nortel patents is even more likely now.
The acquisition is not a panacea for RIM, but could be part of the solution.
Comments?