In a paragraph of the same Enderle article,
So, Microsoft, rather than using the smartphone to take over PCs, is on the more difficult path of using the PC to take over the smartphone. The best way to do this would be to partner with Intel again to make the move, given that Intel also is spending a fortune to penetrate the smartphone segment. With their combined resources, the firms could fund a massive effort.
There has been an historic feud going on between Intel and Microsoft. However, with the replacement of both CEOs, there now is a great opportunity for them to come together, much like they did when the PC was born, to once again redefine personal computing as mostly mobile.
Needless to say, Rob is also paided by Intel.