i hate to say i said so, but just last week i claimed in a post that the iphone would not kill the blackberry.
this week rim announced that they’ve had an unexpected surge in subscriber growth for blackberry devices (WSJ article), in the meantime apple has significantly cut down its orders for the flash memory chips that it puts in its iphones and ipods (link)…
i still need to mention that my claim encompasses the enterprise and consumer smartphone markets put together. iphone will probably be stronger on the consumer side, but rim will not lose the enterprise battle – the bigger, more profitable and predictable part of the smartphone market.