When the iPod came out, it wasn't the first, or necessarily the most technically advanced mp3 player. But it did what people wanted, and even more importantly, it had soul. Design and fashion balanced almost perfectly. Almost overnight, it became the device of choice for the masses.
However, what happened next is the key to my analogy. Big companies saw the iPod and panicked. They took they key concepts of the iPod, and attempted to create their own device. But none were as popular. All the consumer saw were rushed imitations of the champion. Rather than playing to their strengths, most of the major electronics companies refocused to be more like the competition. The only problem was, as the market shares show, none of them quite got there.