Most analysts don't really know what they are talking about, at least they appeared to be driven by their positions in the stock.
Logic tells me that W8 is awesome, "awarded best invention of 2012". Msft has two ways of making huge profits from W8. 1) Raise up the price of W8 so high that none of the pc makers can afford it; msft in turn monopolizes the hybrid laptop/touchpad business. 2) Priced the w8 to affordable range, msft will profit from the sells of w8 and Surface Pro, but the downside is that msft can NOT monopolize the hybrid business. Msft has to compete against 10 or so PC makers mass producing all of these hybrids.
So why did I say the analysts have no clue on what they are saying? Because everyone of them says, "the success of msft depends on how many W8 they can sell". The answer is NO!!!!!! it depends on which of those two routes they choose to persue. I think msft is choosing both routes, wanting to price w8 high enough to get as much as they can out of it, at the same time keep the competition to Surface Pro to a limit.
YOu've got that right baby! Smart move, sell at discount first to get everyone hooked then jack up the price on them. It's like crack. If the pc makers don't want to buy them, then msft will dominate the hybrid (laptop-touchpads). Lenovo has already made a spectacular hybrid called Yoga, sells for $1000/ea. Surface doesnt really have Windows 8, it has windows RT. I think msft already has the next version of hybrids out (surface Pro using W8, and it is spectacular) and they know that if other pc makers don't want to pay $200 for W8, then msft will monopolize this hybrid laptop/touchpad business. $50/sh by this summer baby!!!