If this doesn't put the final coffin nail in the full-sized Android tablet market, it certainly comes close.
I think its pretty clear that the low-end of the tablet market has been pretty well staked out by Amazon and B&N. Basically selling $200 devices, at or below cost, subsidized by the eventual sale of books and other electronic media. Well and good for those companies, and good for those consumers who want to experiment with the tablet interface. But where does that leave the Samsungs and Asus of the world? They don't have the luxury of selling devices under cost.
The price-point gap between $200 and the iPad's $500 entry-point is now well-stocked with devices that will continue to grow the Apple eco-system: Not just the $400 iPad2, which apparently is going to stay in production (a surprise to me) - but also by the millions of pre-owned iPads that are now entering the secondary market. Why would anyone buy a $350 Asus, that can do little more than browse the web and watch the odd movie, when they can get a gently-used iPad, with access to 200,000 odd iPad apps, for the same - or less - money?
On the high end, there seems to be nothing left to go after. Apple's screen, camera, and other features, combined with that game-winning App Store catalog, simply leaves assorted cranks and misfits as your only customers. People with a psychological hatred of Apple (and you know who you are..) There's no doubt they exist. But not in big enough numbers to make it a market worth pursuing.
The one remaining hope for Dell; Samsung; HP; and the rest of the pc-manufacturing industry, is to wait for Windows 8 to ship. And hope that it offers an attractive-enough cross-platform capability to lure Windows desktop and laptop users to choose the Windows Tablet as their "second screen." But even if that happens, they simply aren't going to have the price advantage that PC-clone makers did in the early 1980s, when Apple was building Macintoshes and Apple IIs in expensive domestic factories. These days Apple is the low-cost high-value producer. At best Samsung, Acer, HP, and the rest will be able to meet Apple's prices. But to win customers, they'll actually have to compete on useful features. (Hint: This doesn't mean barometers and folding keyboards.)