New CEO Thorsten Heins said he would reveal a major reorganization of RIM tomorrow and said the company would abandon most consumer markets and refocus on its historic area of strength, the business market it has largely tried to escape from through a to transform the BlackBerry into a gaming or social device for young adults.

But Ovum analyst Jan Dawson says, "I'm not convinced that's best way forward.... I'm not sure Heins yet understands, or at least isn't able to articulate, that consumer appeal is key to future 'enterprise' success." That across-the-spectrum approach is and what Android device makers like Samsung and Motorola Mobility are trying to do with Android.

In its presentation today to investors, RIM executives said they were willing to explore other business models, such as licensing all or some BlackBerry technologies to other companies. Some investors have suggested that RIM license or sell access to its secure messaging network or its BlackBerry Messenger instant messaging service.

Whatever it does differently in terms of getting revenues from its BlackBerry technology, the company intends to continue to make and sell BlackBerry devices. "It would be a big mistake for RIM to shut down the devices business, which drives the vast majority of revenues today," Dawson said, supporting RIM's decision to not abandon its device business as some investors have suggested it do.