I guess I agree that it was the Samsung news that sparked the ARM drop. It may not have moved Intel up by 3-5 percent (yet), but it sure seems to have dropped ARM by 5 percent. Of course, even if there weren't, there should have been many other factors in play. And they will continue:
May 14-17: medPi Conference-ZTE will by demonstrating the Grand X2 IN in Monaco.
May 20: Lenovo K900 in India
June 3: Intel to release Haswell - Buzz should last all year
June 4: Computex Opening Keynote-Tom Kilroy, executive vice president and general manager, Intel's Sales and Marketing Group, will deliver a keynote on Intel's vision for continued innovation to reinvent people's computing experiences across a range of devices.
June 4: Computex-Computing Reinvented Satellite Event and Media Q&A-Kirk Skaugen, senior vice president and general manager of the PC Client Group, will host the computing reinvented satellite event where he'll demonstrate and provide details on the new experiences delivered by 4th generation Intel Core processor-based Ultrabooks, laptops, desktops and all-in-one devices.
June 5: Computex-Mobile and Communications Satellite Event and Media Q&A-Hermann Eul, VP/GM, Mobile and Communications Group, will host a satellite event to showcase the growing number of tablets for Windows and Android, smartphones and other ultra-mobile devices with Intel Inside.
June 4-6: Dell Enterprise Forum-Enterprise Solutions Keynote: Built for Where Business Is Going
June 10-14: Apple's WWDC - Macs about to get a major upgrade thanks to Intel’s (NASDAQ:INTC) new “Iris” graphics processors?
June 26-28: Microsoft's Build Developer Conference - Rumors of next Surface Pro announcement
2013: Year of the Intel Tablet
2014: Year of the Intel Smartphone