News.com has some quotes from a speech by Jason Chen (president of sales and marketing) at Computex in Taiwan:
By 2006, the emerging-market contribution to overall market shipments will go to 40 percent; 1999 was only 20 percent. That’s a very significant signal to the industry.
Computing and communications devices will converge so that the two capabilities will no longer be separate. The trend is best embodied today at Intel by Centrino.
Wireless networking is growing fast. There are 12.8 million wireless access points today.