Tablet sales are receding. The market is saturated with them. And those that didn't have a tablet, have one now that Black Friday is over.
AAPL's watch isn't going to make a huge impact, watch sales are only slightly more than flat.
Lastly, if AAPL ostensibly sticks to their idiotic phone release cycle, we're not going to have anything impactful from them, til the primaries in 2016.