Will Next Gen Replace Microarrays?

I'm not a user of Microarrays, however, several of my buddies who use this technology tell me they see a growing chance that large applications used by this technology will be replaced by Next Gen sequencers. I'm wondering which platform among the new sequencing companies (Roche, Illumina, ABI, PacBio, Helicos), will slide into the turf of Affymetrix? How will Affymetrix respond? We have already seen the sales for Affy fall off, and so have their corresponding gross margins. How are other players like Agilent doing?