To me, the articles main support for the rise of Intel as a mobile chip competitor are: 1). Motorola made a deal 2). Intel can leverage their own manufacturing process/plants
The first is stupid. Considering how much Motorola bent over for Microsoft, this is probably more Microsoft doing Intel a solid to get into the market rather than a purely "logical" financial long-term decision by Motorola.
The second I can't really argue about with any real knowledge. However, upgrading plants is fucking expensive. By ARM separating themselves from that portion of the chip business, they have basically enabled a secondary competitive market of improving ARM designs. Intel has locked themselves into the position of Overseer of all-best-designs, and whether or not this is true, it will lead to comparative stagnation in innovation.
I'm might be wrong, but I honestly think that Intel will lose simply because their mentality depends too much on an idea of limited competition. They are too used to AMD and legacy slaves; the switch to open-source and web-based systems will lead to insane competition and crunch their profit margins like a nutcracker.