In my mind, this is an extremely positive indicator of PC stabilization.
Our household contributed to those statistics. Bought my wife a ASUS T100 for Christmas which was fun but then she wanted a 'real' computer to do work on so two weeks later bought a Lenovo touch ultrabook. The point being that tablets and small form-factor devices just aren't good enough for a lot of the work that people do on computers.
Analysts had projected PC sales to be in secular decline, with double-digit losses in volumes. However, Intel's data in the fourth quarter showed a 3% GROWTH in PC processor unit volumes over last year's fourth quarter.
PCs declined, but Intel basically ripped AMD's throat out to achieve its unit increases. Expect it to get worse for AMD as BYT-M ramps.