Apple has been making the Air for more than four years, noted Gillett, and that has given the company experience in design, manufacturing and cost-cutting that other companies don't yet have. "They now have the volume [in sales] and the economy of scale [in manufacturing] that others may never be able to hit," Gillett said.
Those OEMs also work at another disadvantage, as they must pay Microsoft for each Windows license.
Windows Ultrabook makers, in other words, are starting in a hole, and unless they can convince buyers to snap up the new notebooks, they may have a hard time reaching the manufacturing scale -- and thus the lower costs -- that Apple just demonstrated by cutting prices.
Keith Shaw talks with Computerworld News Editor Ken Mingis about today's Apple announcements at the Worldwide Developer Conference, which included new MacBook Pro hardware, MacBook Air notebooks and updates to OS X and iOS 6.
"It's just not clear if it all will pan out for [Ultrabook makers]," said Gillett. "You could say that the Air is more expensive, that's something people have said for a long time. But if you do a feature parity, the price difference drops away."
Gillett declined to speculate on whether Apple reduced prices as a pre-emptive strike against Ultrabooks before Windows 8 appears; Microsoft's next operating system will likely ship this fall.
"It's hard to know what's on Apple's mind," Gillett said in a major understatement. "There may be something to that, but then, they do tend to follow their own inner compass."
Critics have said that the current crop of Ultrabooks are too expensive at their starting prices of around $800 -- although that's recently dropped to around $750 -- that they lack the fit and finish of Apple's Air, and that the choice of cheaper materials, like plastic rather than the milled aluminum "unibody" case that Apple uses, turns off buyers who see the Air as the benchmark to beat.
Another analyst, Brian White of Topeka Capital Markets, also mentioned the hard sell Ultrabook makers face in an early Monday research note to his clients.
"Our checks ... indicate that [Ultrabook] price points will not reach the $699 level this year that we believe is necessary to lure consumers into this new notebook category," wrote White. "However, we expect prices to trend lower in 2013. But with Apple's MacBook Air priced as low as $999 and an upgraded version expected at WWDC, this week, we believe consumers will have a difficult time justifying an Ultrabook purchase."
And there's precedent for the position Apple's in with the MacBook Air.
"It's the same thing as with the iPad," Gillett said. "Other tablet makers can't match Apple's prices with a comparable device."
Brian Marshall of the ISI Group, remained bullish on Macs after Apple's announcements.
While Marshall did not address the Air price cuts in a research note to clients on Monday, he said that the Mac "is positioned to continue taking share." Marshall has estimated that Apple will sell 13 percent more laptops in the quarter that ends June 30 than the same period the year before, but will be flat in the third quarter.
Along with the price cuts to three of the four Air models -- the lowest-priced configuration, the entry-level 11-inch MacBook Air, remained at $999 -- Apple also boosted the RAM to 4GB across the board; swapped in Intel dual-core processors from its new third-generation "Ivy Bridge" architecture, the first to use a 22-nanometer manufacturing process; and equipped all with Intel's HD Graphics 4000 chipset, which Apple claimed was 60 percent faster than the HD Graphics 3000 that it replaced.
The new MacBook Airs went on sale Monday at Apple's retail and online stores, and at some authorized resellers.
Gregg Keizer covers Microsoft, security issues, Apple, Web browsers and general technology breaking news for Computerworld. Follow Gregg on Twitter at @gkeizer, on Google+ or subscribe to Gregg's RSS feed. His email address is firstname.lastname@example.org.
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