One of the really nice things about tablets is that they address two markets that have never been very well covered by traditional PCs and laptops. It's the light-weight users; people who primarily consume media. If all a user does is watch movies, browse the Internet and email/Twitter/Facebook people, a traditional PC/laptop is way overpowered and far too complex.
The second market is as a low-cost second PC. The traditional big PC/laptop can be used for heavy lifting while the tablet can be the more casual, truly portable and easy to use device for less taxing uses.
I look at it as a pick-up truck or SUV (desktop PC) or high-end sports car (laptop) vs. an inexpensive economy car (tablet). To a small extent, all three do compete with each other, but only at the common denominator level. They all can move people around, but are optimized for specific purposes.
The PC/Laptop/Tablet world is the same. Thee only reason everyone had a big computer a few years ago was because tablets didn't exist. Those folks were never really full-size PC customers.
Intel will retain it's high percentage of chip sets in PCs and will start to make inroads into mobile (phones and tablets). I also think that as prices come down on ultra books and non ultra book, but still fast and light laptops, PC growth will expand somewhat this year. So yes I can see some growth ahead for Intel.
it would need a guy outside of intel's circle and culture to start shifting the gears in the company, it takes guts and perseverance. my 2 cents, would be to drop the giant ego and start working with smaller companies where real innovation happens, after all necessity is the mother of invention.
Intel is now getting a net margin of 20 % but TSMC is up there with 32 %. How is a Foundry able to maintain so much higher margin compared to the leading IDM in the world ? Can't be all due to Intel's higher manpower & R&D costs