I think we should be talking about the death of Ultrabooks...
People are getting wise to the fact that ultra-books are not worth the extra $ compared to cheaper netbooks as covered in the recent Reg article 'Netbooks were a GOOD thing and we threw them under a bus'...
Netbooks are very useful for throwing in a backpack and taken along on a journey or when travelling... Also a cheap netbook connected to the TV via HDMI/VGA with a wireless keyboard is far superior to a Smart TV IMHO!
If there are no netbooks by 2015, People will just hold off, sit on the sidelines and buy nothing...Or they'll go the smartphone or tablet route... I think we should be talking about the death of Ultrabooks... Especially the overpriced Win-8 flavour! No doubt though the death of netbooks will hurt consumers overall...