These guys live in another world
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Consumer sentiment could be revived with UltraBook or Ultrathin systems provided the right price is reached. More price-cutting in the Android tablet landscape could free up some budget for PC purchases, but could also focus consumers on tablets rather than PCs. Ultimately, we expect modest PC growth this year as the industry works through the transition to Win8 and related devices."
</quote>
We have been waiting for quite some time for the price of UltraBooks/Thins to drop in price : It's just not happening and I do not believe that W8 is going to change that situation. Keyword = Recession.
Cheaper Android tablets will not free up money for PCs although it might free up money for Food and Petrol.
The industry has not yet "felt" what W8 truly has to offer, if anything at all. Industry does not buy PCs because of operating systems....... It buys PCs because of the software that runs on them, there is a major difference between the two.