It looks like you're new here. If you want to get involved, click one of these buttons!
"In the first quarter we launch Haswell."
That, I think, is the big news item. Rumors a while ago had put Haswell launch around March or April, then later rumors put it closer to the middle of 2013. If Haswell is going to launch in the first qarter of 2013, Intel would have to already have a ton of chips made and know that the yields are acceptable for launch.
"The single largest generation-to-generation battery life improvement in Intel history."
That's a reference to Haswell's efforts at bringing idle power consumption way down. x86 processors have traditionally used a fair bit of power at idle, with most recent chips in the ballpark of a few watts. Atom is the exception, but its performance is dismal. Intel Haswell and AMD Jaguar cores should both bring idle power consumption way down.
"We are in the midst of a radical transformation of the computing experience with the blurring of form factors and adoption of new user interfaces. It's no longer necessary to choose between a PC and a tablet. Convertibles and detachables combined with Windows 8 and touch provide a 2-for-1, no-compromise computing experience."
He tries to sound excited about a future move from laptops to tablets and tablet/laptop hybrid devices. (It's not a move from desktops, as nearly anyone who was going to move from desktops to tablets has already moved to a laptop.) But it's a future that looks to be largely without Intel. Clover Trail Atom is an unmitigated disaster, and it's unlikely that a Haswell-based tablet will make more sense than an AMD Temash-based tablet for more than a tiny fraction of people looking to buy a Windows 8 tablet. And that's assuming that people even want an x86 tablet in the first place, as opposed to ARM.
Intel's first real shot at having a nice tablet chip comes with Bay Trail, which will have Silvermont Atom cores around the end of the year. That will be a die shrink to 22 nm, giving Intel a temporary advantage over the rest of the industry at 28 nm, but if Intel still wants to put Atom into cell phones, they might not be able to scale performance up far enough to compete with AMD Jaguar cores on the CPU side. And in order for Intel to compete with AMD in tablets, they don't just need to be competitive on the CPU side. They need to absolute crush AMD on the CPU side to try to compensate for how they're going to get slaughtered on the GPU side.