from what I can tell, most western "experts" see it the way you do
even people who are experts in a lot of these places have no idea what is to come, its just that, in almost all cases (even Yemen, where the clerics are only now getting involved in the protests or rather in trying to mediate them) it is not an Islamic movement that is taking hold here, which is in stark contrast to what was seen when revolutions or other types of action saw places like Saudi Arabia, Iran or Afghanistan taken over by religious zealots.
Like, I'd never argue that the protests on the peninsula (Bahrain) wouldn't become Islamicized, because of the Saudi influence, but the ones we have seen so far (Egypt, Tunisia, now in Lybia) are not going to turn into radical islamic rule and almost certainly will fall into another military dictatorship that has to contend with the mosque, that is, if democracy doesn't take.
Basically, none of these dictators were challanging people's identity as Muslims, which is what happened in Iran, and Islam isn't a major part of the identity of those seeking political change, as it was in Saudi Arabia and Afghanistan. For that reason, there is no impetus to make Islam any more important in people's lives, no motivation to Islamicize the movements themselves.
What we will see, especially in places like Egypt, is political Islam. Like, it was funny to see people treat the Muslim Brotherhood as if they were the Islamic Jihad, but in any real sense, the brotherhood will likely be a major political party in Egypt, which is ultimately a good thing. They aren't actually a "radical" organization (the same way American politicians aren't radical Christians, even though they would say God helps in their decisions) so much as they are guided by strict interpretations of Muslim doctrine, and they will now be within the fold of the system, not against it. Having Islam as an option for political involvement actually cuts against AQ and IJ type groups, because they say straight up that violence is the only way for Muslims to get recognition.