"...I think that we have line of sight into what our customers are designing around Haswell which is this year's innovative new core product and Broadwell which is next year. So we know the specs on those. The customers know the specs on those. I have seen the prototypes of the industrial designs. They are really exciting products. Our customers have not had this level of performance in this kind of form factor before.
To some extent, we are branch predicting that that level of product will generate sufficient excitement to keep the client growth going. In none of our numbers are we projecting an inflection point, upwards or downwards. We see renewed growth around these new form-factors."
[Translation: Intel is already working with OEMs on a range of products..they know what is coming and they know they need this capacity!]