The story is interesting, but then my inner Gruber was channeled when I read this:

"Yes, people could be getting burned out," said Rob Enderle, principal analyst at Enderle Group.

and remembered that Enderle is a jackass. I don't necessarily remember why Enderle is a jackass, but Gruber says so, so whatever he's in agreement with should be treated with extreme skepticism.

I think I read too much Gruber.