We believe the impact of an injunction to RIM would be severe. We would guess that the stock could fall $20 to $50 per share.

To be clear, RIM doesn't believe an injunction is appropriate.

We are asking at this point for an injunction that prohibits RIM from selling products that infringe our technology and our patents.

I suspect what that means is that we should add 13 cents for the full year to our estimates. He's not usually that cryptic.

I think it was the initial blush on subscriber numbers. That's what caused the stock to sell off.

If true, the impact of this partnership could be extremely positive for RIM.