I agree with the at least 105 theory. I would stay with Shimano for the reason that it is cheaper than Campy for the same component level.

Compact or traditional geometry is more a matter of personal preferance than anything. The theory is that a compact frame flexes less. But then you have twice as much seat post sticking out, which being a single tube, flexes even more.

I do think the Specialized bikes mentioned are a good place to start.