Intel Corp (INTC)

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In other words, people buying future Windows tablets will likely buy them in lieu of a Windows PC. Given that the value prop of a Windows tablet is the legacy compatibility with Windows based productivity apps, I see no reason why someone would want a Windows tablet *in addition to* a Windows PC. Rather, they would buy the tablet and dock it when in a productivity or business environment.

The scarier part is what happens when this is your smartphone? This is why Intel needs to be in phones in a big way, too.

Windows Phone will grow up, as will Android, and if Intel is not the dominant silicon supplier into these markets, then this could pose a very large risk to Intel's long-term viability.

Intel, at this point, needs to be absolutely ruthless about dominating these markets. I don't care if we end up in gross margin hell for the next 5 years as long as Intel cuts off Qualcomm and takes as much share as its factories permit.

Once Intel has the right products, then the company can execute such an "Order 66" strategy. Until then, we're sitting ducks.