Not sure how valid it is, heard these rumors a few times now, though BGR did have a comment the other day in the RIM is dead article about a possible way to differentiate. Go WP, get BBM on all platforms, and move BES into an Exchange system. Would get you some different hardware choices as a consumer, and give businesses a modern OS with a background service they are used to. And not be counting on releasing a version 1.0 of software to save the company.
However I'm not trusting anything on the web today...