Stacy Smith sat right there on CNBC one day earlier last year and specifically told Maria that Intel goes in Cycles. There will be a huge upcycle soon, my guess is around the end of next year or early 2014 with Haswell and 14nm.
I think it will happen long before that. AAPL is getting it from Galaxy III and Droid big time. If AAPL doesn't do something relatively quick they will be on harder times than INTC. Their Ipad is also getting it from all sids too. Easy way out on all sides is to get 22nm from INTC. They get faster processors and they will run windows 8. That would also get them in corp. america as they will be able to run all their programs and have an anti virus. Yes I believe INTC will make ARMH processors for them for a limited time. Paul even said he would on a previous conf. call.