Meh, they will still post a HUGE profit. I think part of what is holding back new computer sales (other than cell phones) is that much better CPU/GPU and more efficient chips are about to some out. Intel has a new CPU that is more powerful and uses something like 1/30th the power.
Nvidia talked about a 10x power chip soon, and a 100x soon after that. I assume a new Surface Pro 2 will have a much better battery life, etc.
There just isn't enough products yet to justify going to Windows 8 if you don't have too yet.