But as Gottheil pointed out, Microsoft's not alone in going conservative for the 2013 holidays.
"None of the OEMs have a lot of confidence in Windows right now," Gottheil asserted. "Last year, there were a lot of expectations that Windows 8 would drive sales. In hindsight, that was not a reasonable expectation."
And he was optimistic, if not for the final few months of 2013, then for next year. "The Surface initiated a wave of updates and changes [to form factors], and I think its positioning of the Surface as 'a PC inside' is smart," said Gottheil. "I think that's going to be successful next year."
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