The Globe and Mail: RIM hits a major crossroad: "In short, Messrs. Lazaridis and Balsillie have more than earned their high-tech medals. They virtually created the wireless e-mail market in 1999, and have helped it grow to about four million users worldwide; by 2007, there could be 30 million wireless e-mail users, including thousands in the U.S government, RIM's largest single customer. Any fair description of the company today would call it robust, healthy and growing. But the competitive threats are out there and gaining; the landscape is definitely changing. What RIM will look like a year from now is very much a mystery."
Timely snapshot. At the moment RIM has a market cap of ~$13.8B, so challenges or not, the market considers RIM almost as valuable as, e.g., Apple (~$14.6B) and more valuable than Sun (~$13.4B).