Ya are you an idiot? Have you built computers before?
If you are upgrading to a newer class CPU, most likely you will need a new mother board anyways. For example the 1st gen i7s VS the 2nd gen i7s will require you to have different mother board. If you were to upgrade within the same line of CPUs of the same generation but would like a faster speed (for instance i7 930 VS i7 950 1gen), then you can keep the CPU. BUT... who upgrades within the same generation of CPUs??? Most people use a computer for 3-4 years until their next upgrade, which will require a NEW mother board.
Therefore, intels plan (if true) to have the chip soldered to the board is a great idea because that will lessen the hassle for people to get a CPU and a mother board. I think it will make building/upgrading computers a lot easier for a lot of people.
The article about the soldered part talks about the mainstream desktop. Those are even less likely have their CPU upgraded.
A soldered CPU does remove a costly CPU socket from the board parts list. I poked around and the 100 piece prices for for an LGA1155 socket is in the $15 range. HPQ and DELL obviously get this part cheaper but I think they might like to remove the socket cost from the board.
If sometime between now and the introduction, DELL, HPQ, .... suggest to Intel that a soldered part is not a good idea, Intel would probably release a non-embedded part that is socketed.
GS reiterated their forecast on Intel without any new information that I could detect. That was the basis of the Cramer segment. GS has taken up where Romit Shah (Nomura Securities) left off. It is about time for Romit to down grade Intel becasue Intel is getting close to his target.