These are the same analysts who said that apple needed to make a netbook or they would die (or who each quarter predicted a netbook was coming).
Apple has placed an alternative bet: that the devices can overlap capabilites and responsibilites (e.g. via handoff, or less intensely as with iwork) but have fundamentally different jobs to do, and try to make each do its job well. I don't commute to work in a tank, but some people find tanks useful. The surface, and W8, are neiher tank nor motorbike, and really do neither job well.
Apple changes their mind (and never admits it, as with phablets!) and they also make brain damaged decisions, but there is some method to their madness. Analysts generate quotable sound bites; that is the method behind their madness.