While no one knows the exact situation, it is becoming very clear that Intel's strategy is broken. Either that, or they can't make cost effective parts to compete in this market. I am beginning to believe that PO was outed. TWT.
On the Intel side I think it's a good thing they promoted Renee James. MS did give Intel the finger which hurts both companies. Not sure why the disconnect. But hopefully Intel gets in sync with the software industry providing some air for the hardware guys.