Intel Corp (INTC)

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But as of today, Intel's offering is absent.

You might have missed it, but Intel is shipping both phones and tablets today. The Motorola RAZR-i is shipping in far more volume than the Qualcomm-based RAZR-M, due in part to the Intel brand, and desire from the business sector to trust that brand.

Also, it looks like businesses are picking up the Clover Trail tablets like mad, since it allows them to run legacy software, while ARM tablets cannot.

My guess is that there should be interesting data this quarter on sales, and we'll be seeing a consistent ramp through 2013.

I am very bullish at this point. We're at the inflection point.