You think the countries that have 1/10th the GDP per Capita are going to rush out and buy a expensive handset? I don't, no one who knows math does. THOSE people make a huge part of the current user base.
Now here is what RIMM needs to do. They need to be working on a product line that is similar to Nokia's Asha line, cheap and affordable but at the same time a quality product. BB 10 just will not cut it, not enough interest in the markets that can actually afford to upgrade their handset.
Good point trader - those foreign sales outside of "developed" countires will lag due to high price point on BB10's. US market profits may suffer due to new plan/service pricing structures. I also believe most historic BB owners have been gone too long to migrate back, unless the new phones/os are terriffic and a step ahead. RIMM usually preferes to be several generations behind so we will see. No doubt BB10 will be a great improvement over the existing line
but enough to reverse a long term ternd down ? Guess we will find out over the next few months. I think sales #'s will exceed expectations at launch but start to falll within a month or so, after the BB fanboys have all loaded up. But before launch and sell soon after would be a wise move.