I think people have kidded themselves into thinking that UOR slowing in growth and Disney possibly being down a bit means the parks will get cheaper.
News flash: They won't.
Uni is probably right where they want to be, in all honesty. 10 million guests a year at their theme parks is about their limit for guest satisfaction. Their hotels are continually getting 80-90% occupancy, and guest spending is still at a high level. Disney may be sweating things a bit more, but as long as per-guest spending remains high there's not going to be any significant action.
I think some people also think it means Uni will change their ways creatively. This will end up being a self-fulfilling prophecy, since (as many people in the know have said), that was already happening.