Of course it does make sense.What i'm essentially saying is that the DIY market is going strong despite desktop sales going to the toilet. There's no way to objectively state otherwise [in regard to NEW COMPLETE desktop system sales] because the quarter to quarter sales of new complete desktops is a disaster and dropping 20% per quarter.
Are there things that you can do on desktop that you can't on a mobile device? Sure. Most people don't care. The young guys, the students, the future of the computing industry do not buy desktops. They do not care. There may be a few outliers but on average they buy mobile products and that is that. People using photoshop or video encoding is far less than 1% of all users. So there is a niche of power users that need desktop power - but for students who need a basic computing device, they will get a mobile product. They can get a macbook/ultrabook for better use or a tablet if they only want media consumption. For someone who wants ONLY media consumption, a tablet such as an ipad will do that just fine.
As I said, though, the DIY industry is still going strong despite desktop sales being terrible. Apparently, the DIY guys (us) are very dedicated to the hobby. So not all is lost and intel WILL find a way to serve our DIY niche - because we're loyal to the hobby. In fact, I can see myself as a DIY system builder for as long as the industry exists - I really enjoy doing it. Even though I have my macbooks, tablets and tons of gizmos, I still like using my desktop when i'm at home - and I enjoy upgrading it every now and then as well.
Does this make more sense? This is what I mean when I say new desktop sales are terrible but the enthusiasts are keeping the DIY industry well and alive.
Besides DYI market is not only based on old enthusiasts. There are actually at least two other groups:
1. Small stream of new enthusiasts that go into DYI
2. More semi-casual users that DYI themself - that is due to an simple fact that both availability of DYI parts and easiness of assembling your own PC is much easier now. Compare how annoying and long was assembly process in 486 times or Duron / Athlon times and how is it now.
Not to mention DYI being very price competetive vs. ready branded desktop systems from DELL, HP, etc which also play role in current economy.
DYI is caniballizing traditional branded Desktop sales.