My anecdotal evidence is iPhones are taking over in the corporate world a LOT faster than some of you think. Not only are we 90% converted but so are the customers and vendors who I see. Apparently RIM thought the same and they are sinking in quicksand.
That thing they do well, corporate communications? So does the iPhone, now after a few OS revisions. Technically I had a better MS Exchange connection than my BB brothers for a while there (views into folders and such).
They reacted far too slowly to the obvious shift in the market. They are not alone. Look at Nokia, arguably a mightier company worldwide. Microsoft failed but not because they were late. They were early and not only was the hardware weak but they did not understand the value of a smart phone's eco-system (App store) as differentiated from regular PC's (shrinkwrap software). Remember Ballmer laughing at Jobs when he announced the iPhone? One of those classic moments in history now.
I myself lost a little money on RIMM stock because I had more confidence they would react to the market (back when they WERE the dominant corporate communications device). I was sure disappointed but I could see their ship sinking and got out way before the latest drops in share price.
They are dog meat now. They might as well start producing Android phones.