Why are they so optimistic? Well, it is not because consumers are suddenly buying up all the desktops. Intel expects companies to start replacing their PCs with more up-to-date systems this year. They are also expecting the trend of hybrid tablet/laptops to shift sales figures from the mobile to PC market segments. We are sure it’s just a coincidence that the recently released Intel powered Microsoft Surface 3 Pro happens to be the current flagship of these “two-in-one” devices.
This is by no means speculation either, as Intel is planning for this to drive revenue for the 2014 fiscal year. This includes them repurchasing $4 billion in stock as a sign of their confidence in the “two-in-one” device providing a turnaround source of income. Sales for the PC market within Intel rose by 6% and data center group sales by 19%. Seems to us like Intel is just banking on this trend continuing.