The big question I can see though is: where does this leave Microsoft?
Suddenly, the general feeling seems to be that Windows 7 isn't up to the tablet task. Which leaves Microsoft with nothing on the market.
OK, you've got Bill Gates making some vague declarations of "doing something with a stylus", but there's nothing concrete. Win 7 doesn't cut it, Windows Phone 7 isn't out yet and probably isn't adapted to tablets. The world's premier OS manufacturer appears to have nothing to offer a whole new segment of personal computing.
Apple, Google, HP... lone warriors fighting it out on planet tablet. The usual suspect nowhere to be seen.