Ready for the conspiracy theory?
Apple killed HP.
It sucked away high end sales with it's notebooks and desktops.
It delayed the purchase of replacement laptops because people bought an iPad and decided to use the old laptop/desktop for another year or two since they work ok.
And the iPad has become the iPod (when people talk about a tablet, they mean iPad)
I know the sales figures show Android has 30% of the tablet market, but Gruber had an excellent piece about how those numbers are very misleading, by talking about the tablets in the sales channel versus those actually sold. All of the iPads are actually sold versus the Android tablets in the sales channel (250,000 unsold TouchPads for Best Buy alone ring a bell? All those massive tablet price cuts and discounts? Hell, THE BEST Android tablet was on eBay as a daily deal yesterday).