While Research In Motion's (RIMM) smartphone position might be holding up well in Europe and Latin America, its North American freefall has been stunning: Bernstein estimates RIM's NA shipment share has gone from 54% in Q1 '09 to 12% in Q2 '11. The firm expects more pain in 2012, as AAPL and high-end Android (NASDAQ:GOOG) vendors move downmarket.