Things this could be:
* Blackberry synch software for Mac (most likely IMO)
* Blackberry connect client for iPhone (possible)
Of course, the team could be responsible for BOTH of these.
But something that hasn't been mentioned yet:
What if apple was looking to license iPhoneOS and the fingerworks chipsets developed for the iPhone to other manufacturers? This might not be such a bad idea, even if unlikely... There is no dominant provider of software for cellphones at this time, Symbian, Microsoft, Linux all have a share, but of these:
Symbian hasn't grown to handle the type of content consumers want from next generation phones.
WindowsMobile hasn't gained significant traction and is seen as buggy and sluggish
Linux is too fragmented and there is no consistency
Lets not forget that Apple is the most respected company interms of software interface design. And lets also not forget that Apple has always been "A Software Company".
We all know that Apple likes the iTunes store model, so far it does Music, Movies, TV Shows, Apps for iPod, soon it will do Apps for iPhoneOS. At the moment, the market for Apps on the iPhone is limited to the number of handsets in Circulation, what if there were more iPhoneOS handsets?
Lets not forget that the phone market is not the Mac Market, apple has previously licensed Motorola phones to work with iTunes and the ITMS in a move to create a larger market for ITMS. In licensing iPhoneOS Apple would gain royalties from manufacturers for the OS and would sell the fingerworks chips to the manufacturers as well, it would then stand to make money selling Apps and content via the iTunes store.
So why would RIM get in on the action? RIM wants a different kind of customer to Apple, it wants the business user and the Enterprise that will buy a BES or pay for a hosted BES service, Apple wants the consumer who will buy content, sure Apple would like to sell iPhones to business, but its not the core market.
Other reasons why this would be great:
* Standardisation of accessories (via Dock connector) -> More Accessories
* Larger market for developers -> More Apps -> More revenue from ITMS
* More iTunes compatible devices -> More music sales from ITMS and less issue regarding monopoly laws, especially if apple allowed branding of iTunes portals for the other manufacturers.
Also this whole business could explain the PA Semi purchase, if apple is making an embedded play it may well be looking to create more chips that help to accellerate it's software for other embedded scenarios, e.g. in car entertainment, storage products, set top boxes (AppleTV 3.0), etc.