WATERLOO, Ont. (
) -- The mythic
(AAPL - Get Report)
Tablet coming to
(VZ - Get Report)
has put a dark cloud over
Research In Motion's
otherwise sunny skies.
RIM has been enjoying a spectacular front seat ride along the smartphone highway, with new offerings like the Tour and Curve keeping the BlackBerry bonanza bouncing along.
But there's a hazard up ahead, as Apple and Verizon check off the final details on the
touchscreen Tablet device due to
hit the road before the holidays
"We anticipate some potential headwinds in the back half of the calendar year," writes UBS analyst Maynard Um in a research note Monday.
Um points out that the concerns are largely emotional and not yet material. He does note, however, that Verizon is among RIM's top three customers, accounting for between 10% and 25% of the BlackBerry maker's quarterly revenue.
The thinking is that Apple, while currently not a Verizon supplier, could eventually take a few top rungs on Verizon's product ladder.
The arrival this year of the data-only Tablet would be the first Apple device, opening the way for the iPhone next year after the
(T - Get Report)
exclusivity deal ends. As AT&T discovered, an Apple
partnership is a mix
of burden and reward.
From a marketing standpoint, Apple tends to take center stage, potentially leaving other phone makers -- RIM for example -- in the background.
The rise of competition in the smartphone arena from players like
, Apple and even
, which will soon unveil phones with
(GOOG - Get Report)
Android operating system, puts new pressure on RIM.