RIM looks utterly screwed.
The Verizon iPhone sold out just two hours after opening for pre-sale to existing customers. The full retail launch is going to be a thing of madness. One estimate has 2 million units selling. February 10th will be a dark day for everyone not Apple or Verizon. One survey from uSamp shows that 44% of Android owners with Verizon are either "Very" or "Somewhat" likely to switch to an iPhone.
66% of RIM users report as being "very" or "somewhat" likely to switch on launch day. 24% of those self-report as willing to stand in line for the privilege. Contrary to expectations, AT&T customers did not report as being likely to switch for Big Red. 8% were "Very" likely, and 18% were somewhat likely.
None of this news is good for the other handset makers. iPhone users are way more loyal to their handset than most. The folks who switch will be using iOS for the forseeable future- which effectively locks them away from HTC, Motorola, et al.
It will be interesting to see what effect this has on Android. Google's open source OS is the leading smartphone platform worldwide. That is unlikely to change, but wild success of the Verizon iPhone could bring Apple to the head of the US smartphone market. Apple stands alone, but they tower above everyone else on the field.