I wrote "BlackBerry Isn't a 10 for Investors" warning investors not chase the company higher. In it I said the company's "shares are likely to spike higher during the week of BlackBerry 10's release. What may turn into the biggest catalyst for what may be a significant rise is short sellers and not the phone...." The best play, I said, "appears to be buying shares now, and closing out the position either the day before, day of, or day after
Interestingly, I can visualize Microsoft ( MSFT) becoming an unintended beneficiary of increased Motorola presence. What Microsoft losses from fewer sales of existing models with Windows OS, it may more than make up from greater manufacturing interest to switch from the Android platform to a Microsoft-based OS. Keep an eye on manufacturer reactions after the launch. If Microsoft convinces manufacturers currently installing Android that they are sleeping with the enemy, the Redmond software company may turn into a big winner. This could be the opening Microsoft needs to capture the critical mass of users needed to effectively compete in the space. If you're a current BlackBery or Nokia investor, look to lock in profits ahead of the Motorola U.S.-based launch, or be prepared to ride out the volatility. At the time of publication the author had no position in any of the stocks mentioned. Follow @RobertWeinstein This article was written by an independent contributor, separate from TheStreet's regular news coverage.