A Jefferies analyst, Peter Misek, has said in a note to clients that Research in Motion may be looking to Samsung to license the BlackBerry 10 operating system. Recent statements from RIM’s CEO have left the door open for licensing of the OS and Samsung would not be a bad choice for the struggling company.
Part of Misek’s reads: “Given recent management comments in the press, it now appears that RIM is realizing what Wall Street has been saying for some time: they are a subscale manufacturer and desperately need a partner. We believe RIM is attempting to revive discussions with Samsung regarding a BB10 licensing deal.”
He went on to say: “We believe Samsung is considering ramping up its internal OS [operating system]development efforts, licensing BB10, or buying RIM. We think any acquisition is unlikely until after BB10 launches.”
Just how likely this scenario is is hard to tell considering Samsung’s earlier comments on a possible acquisition of the Canadian company at the beginning of this yea which pretty much ruled out what Mr Misek has proposed.