Ah, that's coming from Notorious Intel Pumper Piednoel (NIPP). The guy who was telling us that Merrifield was a real winner ;-)
What nobody seems to bother about: Microsoft killed ARM for Windows today. That's good for Intel, but the market seems to care more about Altera buyout rumors. In case Intel gets rid of contra revenues with Cherry Trail (since they should know which market it competes in by now -> Saturn V), we will see a nice run until the end of this year/beginning of next year.
Andy, again, will have a stunned look from the sidelines.