Microsoft and Intel have completely missed the boat on Windows 8 tablets. If you observe how they are positioning them, the first Surface Pro is thick heavy and more importantly relies on the use of a keyboard to comfortably run the touted legacy apps. Therefore, in terms of how it will be used, it's very much like a laptop and very little like a tablet ala the iPad or Android tablets. Therefore, with the Windows 8 line of tablets, at best they're going to get laptop users to replace their laptops but they are going to make zero dent on the burgeoning thin and light and simple tablet market. They're basically trying to push the old Windows world which ran on laptops down onto tablets. I think they're wasting their time.
From ARM's standpoint, this means tablets as the rest of the industry defines them are going to continue to be predominantly ARM.
People want a keyboard for real computer work (INTC/MSFT legacy programs). They want a tablet for playing. Surface and the other INTC tablets and convertibles give them both. Starting in the 3rd quarter, the battery problem is gone. By the end of this year, ARMH in tablets will be gone.
People don't want a tablet for "real computer work" they would rather use a laptop specially if there's no cost advantage which there isn't. No one want to do real computer work anymore. People like their computers simple.