Intel Corp (INTC)

[Maui]

Tech's biggest trend: everywhere
Nothing is changing IT like the adoption of technology across the developing world. Expect more than two billion PCs worldwide by 2015

http://money.cnn.com/2007/06/15/technology/personaltech/fastforward_pcgrowth.fortune/index.htm?postv...

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As these efforts, especially Intel's, suggest, though we may exceed two billion PCs by 2015, what a PC will be then will in many cases look more like today's cell phones and PDAs, even though they will do all that today's PCs can do and more.
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My questions:
1. Are these numbers overly optimistic? Does one out of every 3 (or 4)human really need a PC?
2. Why would some form-factor PC succeed over a cell phone that has processing power of a PC? If internet access is the driver, why would one prefer a small PC over a cellphone/PDA?
3. What's in it for Intel at this lower ASP in terms of:
a. Fundamental change to its business model. How does it R&D, chip design cycle time and manufacturing change to acomodate this.
b. Bottom-line and top-line growth.

Would appreciate any thoughts anyone has.

Thanks.
Maui.