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Article: 2012: Year of the Ultrabook
I'm on the fence with some of those thoughts. Win 8 release is soo late in the year and iPad3 and other Andriod Tabs will have an impact on Ultabooks. The Tabs software is maturing fast and a lot of users could almost get by without a Ultrabook if they still have a desktop handy or full Laptop which makes me think if they have to give up $ on a new purchase it may very well be a Tab or iPad3 type device first.
The ecosystem is very important going forward so there is a chance if they can manage to complete that circle but I'm just not sure it's in 2012.