Taking the Apple click-bait out of the equation, this sounds about right from a broad view: Tablets and "smartphones" as PCs from a decade ago or-so in terms of computing power with funny form-factors and interfaces. The Market is still trying to figure out the form factor. The mini-HDMI out on many tablets, Bluetooth keyboards and mice, styluses, and other "accessories" show this.
What do I think we're seeing? A "transformer". A tablet on-the-go, a workstation when docked. Could I be wrong? Yes. Talk to me in ten years.