Another thing on my mind is, MS is to blame. OK, yes, this sounds stupid. But, the fact that HP going off buying Palm is an indication that HP wants to have a faster reaction time within the consumer devices. And the big problem is, MS is slow to react on tablet 2.0 market, which may contributes HP's decision on doing their own tablet device.
I see HP falls as an former Windows PC manufacture. The fact that it falls is because MS is unable to help them grow.
I really hope MS see what is going on to their OEM customers and provide services and solutions to these loyal suppliers.