“Although ARM is still unlikely to catch up with Intel in terms of processor performance in the next 2-3 years, since ARM’s products will eventually catch up with Intel"
[No, they won't catch up. Intel's fabrication edge will easily keep them in the lead on performance while eliminating ARM's advantage in power consumption. ARM's fabrication is in serious trouble, coasting to a stop on 28/20nm and non-existent after that.]
" if Intel is unable to successfully cut into the smartphone and the tablet PC markets"
[Intel definitely doesn't need the smartphone market and they are already in the tablet market but will make major headway with both as 22 nm production becomes available in March and 14nm becomes available in 2013.]
"while defending the notebook market with its ultrabooks in the next two years"
[There's no evidence whatsoever that ARM is going to have any significant notebook market share, even running on Windows 8...]
"Intel may face its biggest crisis yet in 2013, about half a year after Windows 8 is launched,” according to DigiTimes."
[Intel will have 14nm production in 2013. ARM will just be building their 28nm production up then with only 10 percent expected at the end of 2012. 2013 will be the year that Intel draws even with ARM on power consumption. From there, Intel will move ahead while ARM is locked in place with their fabrication void. Intel and ARM will trade P/E ratios in 2013. Anyone who thinks that 2013 will be a good year for ARM has no comprehension of Intel's fabrication superiority. 2013 will be the year that Intel really starts to eat ARM's lunch in the smart phone sector...]