I agree with your statements. I've been looking at an MBA and considered it several times, but in the end the 2GB RAM limit is simply too constraining from my usage perspective. It was quite unfortunate that the MBA was not updated a couple of weeks ago, together with the rest of Apple's laptops. I am not quite certain what Apple's product strategy here is. They have a product with a killer design, but at this stage it is simply begging for a refresh.
I agree that the 2GB RAM is too limiting. That is the primary stated reason that my corporate IT group does not want to offer MBAs as a choice for those of us using Macs. I understand their issue, because we get Parallels as part of our standard build... and it is required for our work. 2GB is really too anemic for effectively using a VM.
For personal use, I do have an MBA, and as I said earlier, it is my favorite laptop of all times. I would not recommend one without the SSD, and even for personal use, I would prefer 4GB... but I am getting along OK with only 2GB. As soon as a new MBA is released with 4GB (even if that is the only upgrade)... then I will be buying one.
/Jim