RE: Prediction on BB10 I think there is a pent-up demand for BB products, and they will be releasing two high-end devices in the same quarter. It certainly has the potential to be a dynamite quarter, but they will need to:
1. Actually release the phones.
2. Get mass carrier participation.
3. Market them properlly.
#1 is looking increasingly likely, but still not certain. #2 is looking likely. #3 is anyone's guess, but the new CMO Frank Boulben has impressed me in the interviews I've seen of him.
I think anything less than 10 million units would be a disappointment. 15M+ I would view as a success. I think 20M in one quarter is too optimistic, but we shall see.