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I think you're right, but the irony is the segmentation isn't working - in my experience no customer notices this drawback on the Air until after they've bought it. Everyone (quite rightly) assumes a 1000 dollar+ laptop will probably drive two displays in a pinch.

I don't know anyone who went "Ah! only one monitor support!? I better move up the range to get that 2nd display support..." etc. You would really need to get into the weeds on the spec sheets to notice ahead of purchase.

I actually find many more people doing the opposite - choosing to move "down range" to the Air for the form factor, given it still has a great CPU. These power users who choose based on the great form factor get hurt the worst on this.