So if I am reading this right he thinks that atom chips will become the biggest thing in mobile devices, thats phones and tablets.......
What OS is it they will be running ?
If android then I expect Arm to stay number one for many years to come as Intel are still trying to catch up with Arm moving ahead all the time
If he is banking on Windows then he is dreaming, no matter how good it is the ipad will be the number one tablet for several more years even if outsold overall by android, and as to phones windows is too restrictive on hardware spec.
Ultrabooks are just overpriced laptops that lets be honest unless they are at least £200 cheaper will not outsale the Air purely on the "I want one" factor.
Yes as a company they are ok for a long time but as to some of what he says is pie in the sky thinking.