Since my counterpart Anders Bylund brought up the "commodity" argument for the BlackBerry platform, let me explain why I think mobile email is a long way from being a commodity.
Sure, consumers and business folks alike can pick up a Nokia
But the white-labeled "mobile email" that carriers sell is like night and day compared to having a BlackBerry. Research In Motion
RIM is a clear leader in the space with a highly integrated software and hardware platform that has still only scratched the surface of the available market. Cookie-cutter solutions on the cheap are no great threat to this premium product.
Fool contributor Dave Mock has baked more Christmas cookies than he can count. He owns no shares of companies mentioned here. Dave is the author of The Qualcomm Equation. Yahoo! is a Stock Advisor recommendation. The Fool's disclosure policy likes to hang by the mistletoe.