At best, Samsung will make a #$%$6,7 class device and not a BB10 device. Remember, this is the end point device only if it gets there.
Do you know why people want to BYOD in the first place? It's because the #$%$6,7 gets lock down so much that it becomes unusable for employees so they have to carry two phones. So I say at best, Samsung is reaching for RIM's 10 year old position. What about the networks and brains behind the enterprise firewall? RIM still is the king and expanding. As a matter of fact, the Mobile Device Management (MDM Fusion) managers Android phones such as what Samsung is proposing.
Did you read my tweet on @beaverim1 about 25% of the Android apps are suspicious. Samsung is doing its best to shore up that sorely lack department.
BB10 will leap frog all competitions. How? In one word, "Balance".
If it were true as you have described to the reason for the drop, then the stock will bounce back very quick and go higher than Tuesday's close.
Unfortunately, I don't think so. General market after the President Obama's win (Congratulations!) has presented the bears a pile on opportunity, along with another Misek-like not worth on the ones and zeros that it was transmitting on by Faucetts.
In summary, I hope you are right.
PS stuck at Newark airport yesterday. My posts will be sporadic for the next few weeks, different time zone.