Here is what I wonder, and I'm sure Disney is already crunching the numbers on this - would it be in Disney's interest to make it easier to get to Universal to help stem people from foregoing staying at Disney Hotels. Here is why. Disney's strategy at WDW has always been a walled garden approach - capture people at the airport, bus them to a Disney hotel, and capture 100% of vacation spend. This strategy worked well when there wasn't much competition in Orlando or at least no MAJOR draws. However, as Universal becomes more enticing, there is a potential Achilles heal in the plan. Because if people want to spend even one day just to check out what this Potter thing is all about, they need a car. If they need a car, then they don't need Magical Express. And, if they have a car, it is a lot cheaper to stay offsite, so why not. The web begins to unravel and Disney loses its highest profit margins, which is its hotels -- not the parks.
One of the appeals of staying at a Disney resort is how trouble-free it is to visit all things Disney. But if you want to see other things, people are left with a serious choice about whether it is worth it to stay on property as the convenience factor is no longer there and sure costs a heck of a lot more. Disney doesn't care if it loses a park day or two to Universal -- afterall, the marginal income on a park day is only a couple dollars (the cost to add another extra day to the ticket), whereas the daily cost to operate the park is more or less fixed. I think Disney would be all too happy to see its guests go visit Universal IF it could still keep those guests in its hotels (and preferably also eating at Disney and buying the DDP).
At some point, I wonder if the breakdown of the walled garden means it becomes more profitable for Disney to make it easier to get elsewhere in Orlando, while using its hotels as a home base. I dunno, but food for thought.