Jean-Louis Gasseé on the flattening of PC sales:
Intel doesn't have the luxury of leaving their game — they only have one. But I can't imagine that Brian Krzanich, Intel's new CEO, will look at Peak PC and be content with the prospect of increasingly difficult x86 iterations. There have been many discussions of Intel finally taking the plunge and becoming a "foundry" for someone else's ARM-based SoC (System On a Chip) designs instead of owning x86 design and manufacturing decisions. Peak PC will force Intel CEO's hand.