I have a list at
http://sloperama.com/advice/lesson8.htm
In particular, check out the books by David Sheff, Nicholas Lavroff, and Philip E. Orbanes. And a relatively new one I need to add to the FAQ is by Roberto Dillon: "What Can Video Game History Teach Us Today?"
Dillon's book takes a very scholastic approach, applying the historical lessons to the state of the industry today.