"Although October is expected to be the sweet spot for the notebook ramp for Windows 8, and further follow through is likely in November, we were warned of idle facilities in December," he continued.
"One of our contacts does not expect Windows 8 to be material until the second half of 2013," he added.
In the long run, though, all this early speculation about Windows 8 adoption may be producing more heat than light on the subject. "It's just too hard to tell from one month's experience," Directions On Microsoft Windows Analyst Michael Cherry said in an interview. "Everyone's is trying to spot a trend with one data point."
"It's really too soon," he observed. "We're all obsessed with instant analysis."