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I don't think they have super wild expectations with the pre-built Steam machines themselves. I'm expecting low quantities built, low marketing, and sold at profit levels similar to any other pre-built. They're more means to an end for the OS itself for anyone wanting to get into PC gaming that's overwhelmed with all the different CPUs/GPUs and just want something guaranteed to work for all these upcoming games. I think Valve suspects most of us will simply be dual-booting it on our current gaming PCs.

And as far as that goes, I think things will be similar to Steam: Slow intial adoption, comes into it's own 6 years out or so for the masses.