New windows sales have never been very frontloaded (I'm talking about the stand alone system). You need to make sure everything works fine before you change OS. Normally they push the system on the market with new PCs and notebooks, then people starts to appreciate it and upgrade.
I think what may disappoint them are the sales of the new tablets. Maybe their hopes were too high for surface and Windows RT in general. But Windows RT is not Windows, you can't run windows software on RT, for most people this fact alone kills the purchase. On the other side the price of touch enabled notebooks ad tablets, with the real windows 8 inside, are still too high compared to the previous generation. And they are also hard to find. You have to wait until this stuff become more affordable before you can draw a conclusion.
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