Earlier quoted context omitted.
1 + 4 + 5 = classic disruption theory. The margins, cost structure, and organizations that have made them so successful so far are what's preventing them from seizing the tablet space. The CEO's are in place because they have made so much money from the old business.
Ding ding ding. MS and Intel are still aware of the disruptiveness of "Tablets" (a poor description for the phenomenon, but descriptive enough), but they are chained to their existing org-charts, ship schedules, and revenue streams. Whether or not they'll be able to pivot fast enough is still up in the air. The really interesting aspect is that the important part in market growth isn't when the disruptive technology…
Windows 8 will borrow heavily from Surface. Registry will be gone. It will be good, but it may be too late.