The problem will be the high-end Intel part will cost more than a mid level cpu combined with a gpu. From a marketing perspective it looks like you get more with two chips and sacrifice a little weight and battery life. To date ultrabook has been a complete flop so I don't see how Haswell changes anything with Intel keeping prices in the stratosphere.
I don't know about ALWAYS insightful ... this is his 1st master piece and without any slants. AE, you must have added to your NVDA position since the last couple of articles :)
(Be careful with your INTC - there are tell tale signs it's not going their way - look at all the AIOs with ARM in them ... why?)