I eventually traced the problem to the newest Win32k.sys driver from KB981957. My machine uses an Athlon XP (actually an overclocked Athlon XP-M 2800+, running at what is the reported frequency supposedly used the very rare Athlon XP 3400+)... At least two other people have found the same problem, as per this post elsewhere. For now, I've rolled back KB981957, and intend to wait for the next Win32k.sys version to be released, before I update it again. But I decided to give you all a heads-up about it, so that you may solve this issue more easily, if it appears in your machines. And also to ask those having this issue to post here, so that we may gauge how serious is this issue.
Later edit: Interestingly enough, the BSODs happen haphazardly, not regularly, and take place at the end of Windows startup, when the desktop is already loaded and working and the system tray is being populated. Most of the time all goes well, but sometimes the blue theme suddenly breaks down and Windows reverts to the classic view all by itself, and then the BSOD ensues. While falling back to the previous win32k.sys eliminates this problem completely, Tripredacus must be right in that the problem is related to one or more of my autoruns, and seems to depend critically on the load order!



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