Kinda agree. While I love Big G and his whole "I'm not evil, I just gotta eat" thing, I think it would problematical portraying the giant humanoid version of him in a movie. And I hated the way they handled him in FF.
Surfer has potential, both in a Thanos storyline and to see him bash heads with Thor and the Hulk. But yeah, he's pretty tied into the FF and I don't think the Avengers need him as a major character.
Daredevil on the other hand has some potential just as a possible Black Widow love interest and maybe some conflict with Hawkeye as a result of it.
What other characters does Fox own the rights to? Be nice to look through them and see who Marvel can get in a "trade" for Daredevil.
I find the Surfer to just be so booorrrriiiinnngggg! He's never really graduated from the whole Space hippie thing they had going on in the 70's and hes got as much personality as a wet dishcloth. There are much more interesting uber-powerful characters that would be better placed to star in an Avengers movie.
The question is going to be though, just how do you go bigger than Thanos for the third movie? Whose bigger and more powerful than Thanos? That causes a problem which may be why Marvel would consider Galactus and Surfer, although I still think it would be a mistake.
Something like Operation Galactic Storm would seem a natural fit for a third movie.