As far as the tablet market is concerned, what about the gorilla in the room?
How can one speculate about what will happen in the coming 2 - 3 years or so as far as any "disruptive" effect is concerned without expressing some opinion concerning the effect that MS' entry into the tablet market may or may not have (either way). Whether one is inclined to argue that Win 8 (which ever flavour one is talking about) will be a total dog or that it will do very well is entirely irrelevant. Giving the impression that the coming couple of years or so can be evaluated as purely a struggle between iOS and Android without taking Redmond into account is an implicit assumption that Win8 is going to bomb so badly in tablet space that it can be safely ignored. Now that's fair enough if you believe that to be the case - but then say so explicitly and say why. Pretending that the issue does not exist is IMHO not an option in a discussion of this kind.