Um, yep. If the average "PC" turns from a $500-750 laptop to a $200-500 tablet, Intel's going to lose a lot of business. It can't afford to live on Atom chip margins.
If any company can touch Intel fabrication process, then maybe I will start to be worried about my Intel stock.
Source? Every review I've seen says they still struggle to beat ARM on power/performance/price.
I've absolutely not heard that their mobile chips are "better" by any margin.
I mean, Kraken for one says my laptop is 60% faster than itself.