"RIM is under a significant threat, and we now expect the contribution to earnings of the corporate segment to shrink going foward, " wrote Sanford Bernstein analyst Pierre Ferragu, which surveyed companies and found nearly three-quarters are preparing to support non-BlackBerry devices.

WSJ: BlackBerry Gets Squeezed by Rivals

That segment, which includes shrink bags, laminated films and absorbent pads, now accounts for 62% of sales.

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