Is this the market settling down after the upset of things like Tablets?
i.e. Just standard stuff in any interrupted market?
i.e.
We sell x number of doodads per year globally.
Someone launches a thingamajig and lots of doodad users decide to switch as it does what 'they' need.
After x amount of time, the new 'norm' settles in, with doodads and thingamajigs now sharing/splitting that once single market.