For a while there it seemed as if every analyst was ready to sell RIM up the river. The company wasn’t performing well outside the enterprise market according to most, and the iPhone and Android were gaining speed at alarming rates. Not much has changed. The iPhone has slowed a bit and Android continues to skyrocket, but according to the latest RIM numbers, the BlackBerry brand is doing surprisingly well.

The company missed its quarterly earnings mark, but not by much. Activations are at an all-time high with 4.9 million this quarter. Annual revenue is up a whopping 35 percent. CEO Jim Balsillie sounded positive and said the company is, “off to a great start in fiscal 2011 and expect strong shipments, revenue, subscriber and earnings growth in Q1.”

Shares were still down for the day, likely because of the missed earnings numbers, but all in all things don’t seem so dire. In fact, it all sounds pretty good.

Despite slow sales growth over the past three months, the iPhone is still fresh in the minds of most smartphone users. So fresh that a lot of them wish they owned Apple’s handset instead of their own. A new study from market research firm Crowd Science shows that 40 percent of Blackberry users will be switching to an iPhone when their current plans are up.

It’s not just the iPhone. Some 32 percent of Blackberry users said they would switch out for a Nexus One when the time came. The real trouble, it seems, is RIM’s platform. While Android and Apple’s iPhone OS have matured into serious entertainment platforms, RIM has tried to rally a stalwart defense of its corporate clientele. Oddly enough, that defense has looked like offering more of the same that made the Blackberry a success in a pre-iPhone world.

It’s already too late for RIM to turn this ship around. The company needs a new operating system and a completely different pitch, neither of which are likely to happen in the next six months. By then the defectors will really start to hurt. Don’t bet on Android or iPhone users heading RIM’s direction, either. Some 90 percent of those users plan to stick with their current platform.