I think the fact that Houston shot as poorly as they did from three and still beat OKC in 5 makes me think they are a better all around team than people realize. They didn't shoot particularly well against San Antonio during the regular season and were still in every game.
If Lou Williams and Nene continue to play as well as they did in round one it gives them a whole other dimension going forward.
We're definitely far better defensively, especially when we need to get stops, than most people give us credit for.
That 4 guards + Nene lineup could be very potent. Nene outmuscles Pau, Harden on Aldridge, Gordon on Kawhi, Bev on Parker, Lou on Green/Patty. Offensively, you try and use as much of that small size and the idea that the Spurs don't have enough perimeter defenders to stop everyone.
I also could see 3 guards + Ariza + Nene a lot, where Ariza gives us a better Kawhi defender.
Parker getting good again is annoying, because that means Bev has to really commit to him. I think Beverley can contain him, sure, so if his current stretch is one of those cases of needing to be hot to make shots, we might be good, but Beverley would've been great for sagging and playing help on Kawhi.
Spurs are generally good with avoiding fouls, and I think Lou, Gordon, Harden, etc. are all going to give the Rockets defenders plenty of practice in not getting caught by Manu, Parker, or Kawhi's foul drawing.
I have a feeling this series comes down to which bench is more effective, and both teams have great bench rotations, so....