But why did iPhone sales fall 10 percent? Rumors of a have been circulating for months, and it's likely that potential buyers are sitting on the fence to see what Apple rolls out this summer. When the new iPhone launches and the Apple marketing machine kicks into high gear, iPhone sales will certainly pick up.

Another competitive advantage for the BlackBerry is its availability on all four U.S. wireless carriers, according to Ross Rubin, director of industry analysis at The NPD Group. Of course, we all know the iPhone is currently limited to AT&T Wireless. But reports say Apple may be cooking up a deal to bring the too. If that comes to pass, iPhone sales should get another big boost.

Finally, the Palm Pre will certainly steal sales from RIM and Apple. But I suspect its physical keyboard will appeal more to customers who were leaning toward the BlackBerry Curve. We'll soon know for sure.