Here's why. The former Sony-Ericsson CEO is on the BlackBerry board. This ex-CEO is also a big backer of another company working closely on the "Internet of Things." A few months ago, BlackBerry decided to pull out of Japan entirely, perhaps setting the stage to return with Sony as a partner. Finally, Sony has already indicated that it would support three mobile OSs: Android, Microsoft ( MSFT) and another. BlackBerry is the next most popular. Therefore, BlackBerry could likely benefit from this kind of licensing relationship. I'm not sure that Papageorgiou is correct that BlackBerry will ship four million BB7s this quarter. This won't affect his EPS estimate, though, since he's expecting no contribution from these phones. If it is light, though, it would mean it would be unlikely the company could hit $4.1 billion for the quarter. Follow @ericjackson This article was written by an independent contributor, separate from TheStreet's regular news coverage.