Intel Corp (INTC)

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In corporate PCs are staples (desktop, laptop, tablet). Mostly desktop or tablet.

Most of the high paying jobs(docs, managers, engineers) need a PC at work and a laptop or (convertible in field) to do the work.

This is only an argument for why PC sales won't eventually go to zero. It doesn't at all tell us why PCs will stop declining & even reverse itself.

When people say "X industry is dying" they aren't saying "nobody will want to buy X anymore" but they are saying that "industry X will not grow over the long-term and will actually probably decline for quite a while"

There is a market for arcade machines, but in the world of fast PC graphics cards, game consoles, and even mobile devices, it'd be hard to make a good long-term investment case for a company that depends significantly on sales of them.

Tables/Phone will converge at 5-6 in form factor. If microsoft gets it right you can use the 5-6 in form factor to connect to display to get some light/medium work done. I believe Intel is well positioned to take advantage in this form factor (with Kaby lake/Ice lake) core M.

No, they're really not. In 5-6-inch phones, Intel has shown nothing but rank incompetence. They have no process lead, their products are routinely worse in terms of performance (and implied perf/watt), and they have shown that the architectural gaps between the ARM folks and itself are only getting wider.

And don't bet on Microsoft being some "savior" for Intel. The company that couldn't convince people to buy their mobile OSes instead of Android isn't going to suddenly win over all of that mind & market share 'cause you can dock the phone.

What's going to actually happen back in the real world is that iOS/Android will evolve to the point where most consumers will be able to dock/connect their devices to the necessary peripherals to get the (light/medium) productivity work that they want done.

AR/VR will be a good avenue to build new PC form factor to re-ignite sales.

So much hype around VR & how it's going to drive PC demand, but I doubt that VR will be a long-term viable mass-market solution if it requires you to stay stationary hooked up to a powerful desktop. VR will get its start on PC, but eventually the compute & connectivity will be moved directly into the headset.