Agree with you entirely! Look at how oracle is suffering. They lost customers due to always abusing their pricing structure and forcing them into contracts that put them at long term losses. Intel is going down because of it's arrogance.
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Naples will certainly take some marketshare from Intel towards end of this year and especially next year and going forward. The real game-changer in the long term, however, is MSFT announcement today that it will start building servers for Azure cloud around QCOM's ARM chips. This will certainly take a piece of Intel's market immediately, and will be a huge threat towards the future once MSFT has optimized its Windows Server for ARM and opens it up for other vendors. This has the potential to be a true Intel killer, if MSFT and QCOM play their cards right. And in the end it's a self-inflicted wound by Intel due to its arrogance in overpricing its chips and failure to listen to customers.
Naples will end intels data center dominance.