My thoughts
1.) PC sales declining. Seeing that the PC market is saturated doesn't mean that PC is going to the wayside. PC sales are only 'declining' because PC last a LOT longer than mobile devices. Typical consumers don't even generally upgrade their PCs for about 5-7 years. Also guess what?
Tablet sales have been declining too as it's been saturated as well. People don't upgrades their tablets nearly as much as smartphones.
2.) Contradicts the PC sales decline. If Intel is making a profit and is keeping factories running and full then apparently some money is being made. And Intel really can't get a grasp into the mobile market. So I call balderdash.
3.)I don't see any real growth until they release their Zen processors in 2016. And with THAT said,
DX12 and Vulkan is proving that all that horsepower that AMD has with their CPU and GPUs will be worth it.