“We had hoped for a January launch but now see a March launch as more likely […] Also, our checks point to a tough November quarter, with replenishment rates decreasing as channel partners are cautious on holding RIM inventory. We think the business uncertainty means parties are unlikely to acquire or license from RIM until BB10 launches.”
Granted March is only a two month delay, but given that RIM is slowly losing more market share by the day to their competitors, such as iOS, Android and even Windows Phone, those two months could have a huge impact. Either way we’ll wait and see if Misek’s statement holds true, until then what do you guys think? Does a possible delay of two months make a big difference to you?