Intel is preparing for another major transition, similar to the one it brought to light seven years ago. The move will once again be motivated by mobility, and the transition will be away from the giant CPUs that currently power high-end desktops and notebooks to lower power, more integrated SoCs that find their way into tablets and smartphones. Intel won't leave the high-end market behind, but the trend towards mobility didn't stop with notebooks.
The fact of the matter is that everything Charlie has said on the big H is correct. Haswell will be a significant step forward in graphics performance over Ivy Bridge, and will likely mark Intel's biggest generational leap in GPU technology of all time. Internally Haswell is viewed as the solution to the ARM problem. Build a chip that can deliver extremely low idle power, to the point where you can't tell the difference between an ARM tablet running in standby and one with a Haswell inside. At the same time, give it the performance we've come to expect from Intel. Haswell is the future, and this is the bridge to take us there.