The first of the stats are in:
"Windows 8 may not be having the effect on sales that Microsoft had hoped. Sales are actually down 21% since the launch on Oct. 26, according to one researcher."
Link Time will tell of course, but from a business perspective, I am already hearing from SMB (much less the enterprise space that is far more upgrade-adverse) clients "Don't need it, Don't want it, uninstall it and go back [to the previous OS] if we have to take it on new hardware"
It would be hard to be as bad as Vista was from a technical perspective, but both for business users and Microsoft itself, the marketplace currently deems W8 the new Vista - "Don't need it, don't want it, don't buy it, don't install it"
All of that works in AC's favor, as adoption will be slowed, and they have more time to catch-up. I'm more concerned with their ability to support Microsoft's new server OSs.