I think the primary point would be that Wintel created a brand new market that hadn't yet really been developed yet. This time around (if it really happens), they're attacking a market that's pretty well developed. Still growing, but by no means at an infant stage.
The distinction between "a brand new market that hasn't yet really been developed yet" and a market that's "well developed [but] still growing" can only be drawn in retrospect. Wintel was a decade late to personal computers, but it turns out a decade late was early enough.
Fair enough. But I'd also say the key metric to analyze would be market penetration, percentage of total population buying the products. A lot more people have cell phones these days, both percentage-wise and gross numbers-wise, than people had personal computers back in the day.
