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That yahoo/BGR article fjtorres linked is noteworthy: it is kind of odd that B&N felt the need to make multiple announcements about the revenue drop.
One factor I think also contributes is that if we're talking about the second group of people (the group of people who are mainly interested in a tablet for reading, and anything else is a nice extra but not really necessary), this group is 1) smaller probably than the group who wants a tablet for multiple purposes, 2) less willing to pay a higher price, since they want a single-purpose device, and they know that single purpose is not very demanding on the hardware, and 3) have less incentive to upgrade their devices. Thusly, it is easier to saturate this market and they are less likely to buy a new device every year: they are more like the e-ink reader market, which has been slowing down.
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