Actually I disagree with point #2 because their definition of "finalized" is stuff that other browsers have done for 2 years.

Are we really going to have to wait another 2 years for cache.manifest, geolocation, web fonts, web sockets, web workers, drag and drop (and many other things that I can't think of off the top of my head)?

But Chrome, Firefox and now Opera are getting the same if not better performance gains without breaking XP compatibility.

True, but lack of XP support combined with XP's 40-50% market share in early 2011 (http://en.wikipedia.org/wiki/Microsoft_Windows#Usage_share) means that this great new browser might take a long time to gain traction.