This market figure, I'd have to say, is the most optimistic number for ARM I have ever seen. As long as smartbooks are concerned, I haven't found anyone in the market research community saying that the Netbook vs. Smartbook nubmer would flip any time soon -- certainly in 2012 or even in 2014, for that matter.
I recently did a research on the netbook, smartbook, MID market. See the story entitled "Netbook, smartbook, tablet PC: Can anybody straighten this out?" here:
Even, the emergence of slim clients for cloud computing included, The Information Network's numbers may be a little unrealistic.
Intel netbooks 31.1 million units
ARM smartbooks 7.8 million units.
Intel will ship in 43.2 million
ARM will control 52.9 million
Intel avg growth rate per year: 19.40%
ARM avg growth rate per year: 289.10%
Are you kidding all of us? This kind of market research report of April 1st should not be on EE Times.