Perlmutter basically said (and I paraphrase from memory here) that Microsoft has a long ways to go on the tablet software front, and that an ARM port will help them get there. And, by the time they get their tablet software sorted—a fresh, tablet-centric UI and much-needed power optimizations—Intel will be ready with an Atom-based chip that can compete directly with ARM in the milliwatt power draw range.
Right now, Atom is significantly more power-hungry (and more high-performance) than the ARM Cortex A8-caliber hardware that's showing up in Android tablets. But Intel will continue to close that gap with each new process generation. So, by the time Moore's Law delivers an Atom SoC with the same power profile as A8- and A9-based SoCs, Microsoft will either be ready with a tablet-worthy OS, or it will be further along than it would've been if it had been waiting for Intel to catch up.
Read More @ Ars Technica
