I think this is only one factor that's problematic for Win8. Another is that it now as a touch-first OS, looks and feels like it is competing with the iPad. So perversely, MS may have opened themselves to even worse competition with tablets because they have conflated the desktop and tablet ecosystems together. Instead of people buying a laptop when they need laptop and a tablet when they need a tablet, MS seems to be saying "Hey, you think you need a laptop, but maybe you actually need a tablet?". This is so confusing. People don't know what Windows really is any more. So they either wait, or they buy the less confusing option, which turns out to be the tablet.