Re: There'll be an unexpected bump in PC sales in 2014...
Nice theory, however I suspect the vast majority of PCs are not used for playing games. (Unless you count web based games, but they won't need a hardware upgrade.)
Let's look at some numbers:
According to a report by Forrester Research, there were over one billion PCs in use worldwide by the end of 2008. By contrast, there are 55 million users of Steam, which sells 75% of PC games.
Let's be generous then and say there are 75 million people who play non web based games on PCs.
That works out to 7.5% of the one billion PCs in use worldwide - a surprisingly high number, but still not enough to reverse the global drop in PC sales, even if half of them suddenly decide that they need to upgrade.
Further, since the most common upgrade would consist of a new GPU card (and possibly a beefier PSU), these changes won't show up in new PC sales.
It may be a good year for places like Newegg, but companies like Dell will mostly miss out.
I think the problem with PC sales is that the previous generation of CPUs is good enough for just about everyone - most times if an improvement is needed it is in graphics, and solving that does not require a new PC*.
*Unless you have a laptop.