Intel might be late to the whole SoC game but they’re not down and out. They’re currently doing very well and they know that’s the one area they need to invest greatly in and they are. They’ll be a big player in 1-2 year is my guess. Nvidia on the other hand might score well w/ the Tegra 2 but we’ll see where they’ll be in a year or 2 when TI/Intel/QCOM/Samsung comes out with similar performance chip.