Nope
Yes, I assume all laptops will morph into a tablet or ultrabook form factor at some point... or more likely a tablet with a keyboard, which none of these Wintel paid analysts seem to consider. "No, it has to be a Windows style PC... it just has to be"
How about the "Apple doesn't compete on value" quote? What is this guy smoking? Apple is the only PC company that competes on value. Everyone laughed at Apple when they said they were going to make quality systems at a higher price. He means Apple doesn't compete on price with the plastic boxes of used pinball machines parts that HP, Dell and the rest of the swill merchants sell. Value does not equal price.
The Windows OEMs cannot make an Apple quality PC because their margins are close to zero. If they tried to make an Air quality PC at Windows PC prices, they would lose $200 on each unit sold because of the Microsoft royalties. Now they could raise their prices, which they are trying to do with the absurdly priced ultrabooks, but that will not work because you can get just about the same user experience from a $400 laptop. You can just buy three $400 laptops, instead of a $1,400 ultrabook, so you will have some spares when the first and second Wintel machines inevitably break.