"RIM might give up just the NOC and keep the BES servers that go on-premise with customers," Dulaney added.
Jack Gold, an analyst at J. Gold Associates, said the enterprise services business is "very profitable for RIM, so why would they want to sell it?"
Still, Gold said IBM would like RIM's software technology, to add into its own WebSphere software and perhaps even into Notes. "IBM is behind on mobile and this software would give them a boost," he said.
Both Dulaney and Gold had cast doubt on a Jefferies financial analyst's report this week that said Samsung has considered buying RIM or licensing its BB10 OS.
Heins is expected to update investors on the RIM strategic review at the next earnings call on Sept. 27.
Matt Hamblen covers mobile and wireless, smartphones and other handhelds, and wireless networking for Computerworld. Follow Matt on Twitter at @matthamblen, or subscribe to Matt's RSS feed . His e-mail address is email@example.com.
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