Yeah... right...
Here we have AMD, who now provides 80% to 110% of Intel's performance in everything except synthetics that were compiled with ICC, and they're "slow, uncompetitive, dissapointing", and generally considered not suitable for anybody's PC, since we all need soooooo much processing power all the time.
Now we're suggesting the real battle is smartphones and tablets, even though Intel is not remotely competitive, and never has been, we're suggesting they're somehow the incumbent, and will now have to fight off ARM for taking their non-existent piece of the pie?
This part is just classic:
""As the need for computing performance goes up, both the Intel architecture and the ARM architectures face the same fundamental physics problems, which is more performance requires more transistors"
Orly? Is that why the Atom chips for smartphones, etc... are bigger than ARM's entire SOC just for the CPU, consume 4x as much power, and are nowhere near 4x as fast? Yeah, you and ARM are both just fighting the laws of physics now, right....