I am not a frequent visitor to the Rumors board, but I was looking around and happened on this thread, read it with interest (there are some really good ideas/explanations here), and decided to throw my two cents worth in (which are probably what they are worth). We are big WDW fans. We have been 8 times in 10 years and have always stayed on property and have never been to Universal. We did take a day and went to Sea World one day and loved the park. We have always ridden by Universal and IOA on our way down I-4 to WDW and looked. I have kept up with what Universal has through the Unoffical Guide and have been somewhat intrigued, but have always come back to WDW because of the Disney magic, the layout and quality of the resort, and the fact that everything is somewhat isolated from the tourist traps that abound in Orlando.
We are, however, big Harry Potter fans. My 17 year old daughter has grown up readin Harry, has been to all the midnight movie and book releases (We travel 60 miles to se it on IMAX on opening night). My wife has ordered the complete set of books from England as well as the US. My daughter will graduate from high school next June and we have planned an upcoming September trip with free dining as a graduation trip. We will be staying on-site and do not plan to leave WDW property until we drive home. The next Orlando trip that we take will involve IOA because of Harry Potter. Now I know that my dollar is not great in the entire scheme of things (except to my family), but I would imagine that there are several million people out there who will go to IOA just for HP land. If the rest of the park is as good as they say it is and everyone is happy with Universal, theie hotels (Portofino Bay looks like a great place to stay to me) are good, and I can get a better value at Universal, we may just go there and stay there. I imagine that this would worry Disney greatly.