Returning to the OP for a second...

http://www.bloomberg.com/news/2013-01-27/acer-sees-success-in-chrome-pcs-as-windows-fails-to-drive-sales.html

I find it hard to ever give much credence to anything this guy says, as he is so full of it, but nevertheless, as the saying goes... where there's smoke...

and in other news... Apple seem to have a similar (if less alarming) problem looming.

http://www.reuters.com/article/2013/01/27/us-apple-asia-idUSBRE90Q0IV20130127?irpc=932