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Although RIM still thrive in emerging markets, I think they have reached a point that they can't outdo themselves.
With all the new stuff going on with Android and iOS, I don't see RIM holding it for much longer if they don't take drastic changes. How many of your friend tell you that they can't leave BB because of BBM? Just having a BBM won't be enough reason to compete with iOS/Android anymore. I have had my share of friends on BB who switched to iOS/Android after discovering Whatsapp.
And its executive team isn't recognizing this fact and its structure is simply wrong (co-ceo? really?). I would probably short RIM on a visible horizon.
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Nothing for now
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