You could've gotten the same insights if you read (and understood) 2 books: Innovator's Dilemma and Chasm Companion. They are extremely insightful books about why companies succeed (and fail) and I felt that most of his assumptions came from the theories in those books, because I've been saying those things for over a year to a friend that works at RIM, but she never believed me because RIM "is doing so well financially".