Update 12-Feb 11AM PST: The Microsoft Security Response Center, in a new blog post published 25 minutes after I published this post, acknowledged that the issues identified here are real: “In our continuing investigation in to the restart issues related to MS10-015 that a limited number of customers are experiencing, we have determined that malware on the system can cause the behavior. We are not yet ruling out other potential causes at this time and are still investigating.”
It’s also worth noting in that blog post that Microsoft support engineers have actually “driven to customer locations and picked up affected systems” to get the crash dumps they needed.
Based on some posts in newsgroups, several news outlets have reported that a Windows patch was causing the Blue Screen of Death for Windows XP users. As my colleague Mary Jo Foley noted yesterday, Microsoft has temporarily withdrawn update MS10-015 (KB977165) while it investigates the reports.