I think we pretty much agree, but I'll elaborate more, mainly for others.
The choice between the 24-70/2.8 & 24-105/4 is probably one of the most difficult for the serious amateur or higher; generally someone who has the need, desire, and means to have multiple $1k+ lenses. They are both outstanding, with their own strengths, and weaknesses, and a huge area of overlap. That's what makes it so incredibly hard to choose, and why some even chose both.
Now look at the target market for a kit. It's either someone that will only have a single lens near term (probably the majority, even on a higher end body like the 5DII), or someone who would like to add that particular lens to their collection at a significant discount (would really only apply to the 5DII, has anyone anywhere actually longed for the 18-55 or 18-135? I would guess not.).
For the group that will likely only own one lens, there is little argument against the fact that the 24-105 would be superior in almost every case. For the group that want to add the lens to their collection (or sell), it would be largely irrelevant unless it was one that they already own.
So I believe the substitution of the 24-70/2.8 would really only benefit those with more specific lens needs (they need that extra stop), to the (arguable) detriment to the rest of kit buyers.
The offering of multiple kits, one for each, would obviously render my argument moot. However I would think it unlikely, and don't see any advantage to Canon to do so.
