Surprisingly, SJ came to the call I think from his kitchen (am I the only one heard it?).

(1) Bye bye RIM! You are a history. No way you can catch up again. Nobody will write Apps for 3rd platform.
(2) Google's Android is clearly his concern. He spent a lot of time talking about Android vs iPhone.
(3) No competition to iPad. Other tablets coming in a few months will be dead on arrival because of (1) price, (2) 7" screen, and (3) no OS/Apps.