Despite a sluggish PC market, shares of Intel and Microsoft have been bucking the trend this year. Both companies have outperformed the broader indexes by a hefty margin, which could indicate that investors are anticipating a PC resurgence may be near. However, there isn't much convincing evidence to support the belief that the state of the PC market is currently improving.
The idea is to expand the PC market "down" by grabbing market share from mobile ARM-based. Not yet a total unification which is and was for quite a while technically possible but a carefully controlled multilevel compatibility offerings with Windows 8 Blue providing unification at the high-end and web terminals like Android subsidized at the low-end in order to put the ARM based mobile centric companies in a bind. Intel is poised to take over mobile and Apple should start planning on Intel silicon -- the only way Apple can offer a comparable mobile unification with their PC's.
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