AFAIK, BB users are pretty attached to their platform. The lack of innovation may have driven them to other products but I wouldn't bet this is going to last forever. Seen the new Bold Touch?
And rbanffy's tweet: "Because we all know two bricks float better than one."
Microsoft is sinking? They've just announced a very good quarter.
This is more like consolidation than anything else.
Define "very good". Didn't the stock have one of it's biggest single day drops in a long time?