I think everyone interested in the history of mobile and how it got here should read this Boy Genius Report post on RIM.
It's a good place to jump in to get an idea of where things are, how the industry works. It's also about brilliance and blindness that went together.
RIM is by no means finished. It's fans are as loyal as any I've seen and they've got a foothold others can only jealously covet: the enterprise market. If anyone company can return super-duper growth they've experienced in the last from the "pretty good" growth now, it's them.
At the same time, the post served as a reminder to other companies that what's happening to RIM can also happen to them.
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