I think that analysis is fundamentally flawed.
"Android Tablets" have precisely zero momentum. The only thing that is driving their sale is either fire-sale, or below-cost pricing. Not something that is long-term sustainable.
Amazon and Barnes & Noble are selling low-cost e-readers, subsidized by future sales of digital media? Great - but thats not a strategy that Asus or Samsung or Dell can pursue. And e-readers simply aren't likely to have the sort of rapid refreshes that a full-function tablet is going to experience. Once you've got an e-reader, there is considerably less incentive to upgrade to next years model.
HP made a momentary sales splash by blowing out its remaining stock of Playbooks at giveaway prices. Great, but that was a statistical blip that, again, no sane manufacturer is likely to repeat.
Lastly, Android, as a platform simply isn't developing a workable ecosystem. There area too many different screen sizes and resolutions, running on too many different hardware platforms, with no clear upgrade or support paths, with virtually no App catalog. Which idiots are going to pay a lot of money for something like that?
Absent the sort of carrier subsidies that put Android smartphones in millions of pockets (and I can see no possible way that is going to happen) Android tablets are going to remain an afterthought.