- BES - When I used to work within Microsoft, I used to regularly have to produce material on how Exchange ActiveSync was more effective than BES as it was native to Exchange Server whereas BES is an additional layer of middleware (with additional TCO). I agree that for existing BES users, this may stop them migrating to the new device but for new enterprise customers it will save them a fortune in licensing costs alone.
- Flash - I totally agree that Flash is pretty much a given these days but I don't think it's a requirement for competing with iPhone 4 which doesn't support Flash at all. Most of my web browsing takes place on my iPhone 4 and to be honest, I've never encountered a website where I thought "*!%@$ If I only I had Flash!". To compete with iPhone 4, it's all about the User Experience (UX) - Lot's of devices of various flavours (Android, Symbian, WP7 Mango etc) stand head and shoulders above the iDevice in terms of features but I wouldn't change and will likely get an iPhone 5 because I love the UX.
The other three points he makes are bang on :)