You're probably right, and if I were a betting man, I'd throw my chips on your side of the fence here. That said, doubling down on enterprise certainly seems like a better path forward for RIM than being a mass market iOS also-ran.
The other big issue RIM has -- and it may be a fatal issue -- is that Blackberry is just a device; it's not a platform. Not really. The big names (and startups/indies) in enterprise solutions aren't designing for it, or at least not exclusively. There isn't a total RIM solution that includes the Blackberry ecosystem as a unifying hub. Instead, there's just the Blackberry device itself, and the device is currently in a sorry state.