Examine success as much as failure
Usually it is better to examine failures more. This is partly due to the asymmetry between creation and destruction. Only the paranoid survive. This is also why people tend to have bad dreams.
There is a big difference between a lucrative monopolistic position (created by intellectual-property law and the huge costs of designing and fabbing microprocessors) and many of the other situations firms find themselves in.
Harvard Business Review has posted something right up our alley: "Why Leaders Don't Learn From Success"
Also, the HBR essay links to a similar discussion of how Pixar avoids being brainwashed by its own success (something I had always wondered about - they seem too consistently successful): "How Pixar Fosters Collective Creativity".