i know it looks like RIM is moving towards the sofware side. if you take a look on what Nokia has done in the past. Nokia aquired Symbion software maker in order to keep the control on Mobile market.
Now Since Symbion OS is the most secured and most used in mobiles and Nokia is hitting lot more vertical markets.
Same practice is being applied by RIM and they can not survive just by throwing hardware and rely on someone else for OS on it..
Also RIM said that in Jul-Jul this yr, RIM is eatering Chinese market to beat RedBerry (??) which means RIM is serious to deal the Asia and EU on it competition map and less on US because market in US looks lot more saturated and less lucrative.
my 2 cents