"Common Sense"???? Well, here comes my "common sense" explanation: I have 4 PCs running on my table, which satisfy everything I need to do. I wouldn't buy a new one, no matter if it costs $2000 or $200. However, I would buy myself an OQO right away, because I have a demand for it that is not satisfied by my other 4 PCs, no matter if the OQO costs $200 or $2000. Chip prices are inelastic in this type of downturn we saw.
By the way, I think Dell is as likely as any other not yet Transmeta OEM.