I have a hunch here – just a hunch, but I’ll throw it out there anyway:
Intel’s success or failure is in no small part tied to Microsoft’s. In order for them to stay relevant in the consumer space, they will need to ensure that they can compete with ARM architectures that are core to most mobile devices.
Leaving the hardware issues aside for a moment and looking at software, both Microsoft and by extension Intel need to make it as easy as possible for the ginormous mobile developer community to get onto their platform stack.
Of course this assumes that the consumer market will actually embrace Windows 8, which certainly remains to be seen, and that developers will feel they can make it economical to develop for it. Personally I have doubts, but I’ve been wrong before.
But Microsoft is tenacious, and plays a long game with the ability to put up whatever table stakes they want to. Barring some major upheaval, it will take years for this to play out to the point where any clear winner emerges.
And it’s just as likely that we’ll continue to have a heterogeneous environment into the far future. Personally I think that’s good for the ecosystem, since it means more competition, better ideas coming from all players, and better value for users.