As I commented on his post, the net effect is that Android and Windows Phone licensees, whose main experience is selling through carriers, will struggle with tablets. It is hard to build channel expertise. Apple and HP have a ton of it. Samsung has some but the division that is building tablets is their smartphone division, which only has carrier experience.
What about Toshiba, Dell and Lenovo?
Toshiba and Lenova, yes. Dell has no channel expertise except through their site. The problem with tablets is they are not a cookie cutter device. Dell could sell PCs off the web because one PC was like every other PC with a different logo on it. Dell will struggle with tablets because it isn't a box with a logo on it and customers will want to hold it and play with it before buying.