He gets it
The game has changed. The huge new market isn't desktop, servers or traditional laptops. It's time the PC became Consumer Electronics. The MID is just the right stroke here. It's all about getting the third world on in the minimum watts. It's all about forgetting that it's a computer and making it do stuff we want to do like play media, tell us how to get from where we are to where we want to be, and communicate with the people we want to communicate with in the way we want to.
He's also pushing the innovate-or-die philosophy. It's about time. Intel had rested on its laurels for far too long. Hopefully the Itanic will soon sink from sight. It's not visible even now on the Top500.
My greatest fear is that he's too successful. Intel needs competition to drive it to the peak performance we've come to need.