Ultimately, it is the CIOs of large enterprises that determine what type of mobile-management platforms they invest in. And with Microsoft having now leaped over BlackBerry to number three in global market share, it would make sense for CIOs (if given a choice) to chose Microsoft's competing mobile-management platform called Intune, which offers similar-to-better functionality as BES. Plus, since BES doesn't support third-party tracking tools that most CIOs want, Intune seem the better choice, since it does.
BlackBerry still doesn't get it. Even when it is at a clear disadvantage, the company still can't figure out a way to give customers what they want. Now, management has decided to become less transparent and won't give investors the data they need to make more informed decisions. Despite these realities, I still see overwhelming support from some investors. Let's check back in three months and see how that's working out.
At the time of publication, the author was long AAPL
This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.