Mixing two stories doesn’t stop it being twaddle!
For sure the premium iPhone market in the developed world is saturated, but while trendy coffee-shops are stuffed with iPhone strokers, laptops still outnumber tablets for three simple factors [1] RSI [2] productivity [3] flexibility (useful work apps like wordprocessors, Spreadsheets).
Sure, Apple “owns” the tablet market, but it’s not a saturated market because of the coffee-shop scope for grown (but maybe the very-very-big-iPhone market is). The market for a capable hybrid tablet/ultrabook is probably as big as the current iPad market, and if RSI cases are significant, the pure tablet-bigger-than-a-paperback model might have peeked.
The latest and next generation of apps are not more Angry-Birds or ever better shopping-lists; the future for successful “apps” is with web-enriched services and information; that is where HTML5/ECMAScript has advantages over {Objective-C, Java (ME/Davlik), .NET}. Mattie’s statistics actually point to web-technology hegemony not Android.
In a HTML5 world, you’ll get just as Angry-Birds as you got with iOS/Android/Mango/Symbian, but with one code-base, and no device lock-in.. Mattie’s “Surface plan means the world belongs to Android” is irrelevant twaddle.