This is a big plus for Intel, even if very belated. They are finally moving from their view that Wintel is the center of the universe to a much more sensible position. Despite the jokes about Chrometel and the rest, their direction is coming together, but they have a lot of ground to make up in some areas.
This will help enliven a computer industry that was rapidly becoming white box and commoditized. In the end, the losers are the proprietary CPU chip makers, and Microsoft.