We’ve heard it all before, but now analysts are backing up Balsillie’s big talk about the iPhone not being competition. A recent report from the NDP Group aimed at guaging Apple’s success in the mobile market has come to the conclusion that while the Treo and Sidekick suffered some converts as a result of the iPhone, the lack of enterprise e-mail kept BlackBerry users from switching. While encouraging, is that the only thing stopping the iPhone from putting a dent in RIM’s armour? Let’s say hypothetically that the iPhone gets Exchange server support – will that be enough to turn the tide? As far as carriers go, T-Mobile and Alltel lost plenty of subscribers to AT&T; the subscribers for both were three times more likely to have switched over for an iPhone.