Absolute nonsense. I used to sell bundled software to hardware manufacturers. Software companies don't pay such high dollars to hardware manufacturers to get software bundled on hardware. Software income is 'extra' and doesn't factor into the final price of a computer. Actually often times it is the sales guy's relationship with the manufacturer that gets the software onto the hard disk. I am sure that is what happened in this case. Lenovo is just finally saying we don't need the hassle. They lost more money and marketing prestige in this one bundling fiasco than they've made from software bundling in the past few years.
The hilarious thing is they are offering 6 months of a McAfee subscription for free to Superfish victims. McAfee is one of the worse anti-virus software out there. Very difficult to remove your system. Constant SPAM reminders to renew - even years later. They are trading adware for nagware. Will they ever learn?