You don't agree that it is existential for HP to be in tablet business, even if it generates negative or close to zero margin (much like their PC, printer etc. office equipment businesses do now)?
How long do you think will they be able to sell their printer ink (has to be their highest margin business) if they don't compete in tablet space?
edit: so yeah, turns out they're actually spinning off tablets together with PC division as low margin businesses. Doesn't mean that whoever ends up with it (Samsung?) will have to do both.