My bet is that the "ship vs sold" dichotomy has become much less of a factor. Yeah, the retailers probably over-ordered the original Motorola XOOM and maybe the first models from Samsung, but they took their lumps, sent back what they had to, discounted the rest, and now know how many to order without getting stuck with excess inventory.
No new manufacturer is going to con the purchasing guys at WalMart into stocking up on The Next Big Thing In Tablets. Those days are over.
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