Intel's fortunes are closely tied with Windows. With the rise of the ARM devices, decline of Windows, AND having other x86 manufacturers closing in, Intel has to pivot.
Security is a nice subscription business to be in. The nature of security business is essentially a fight between the providers and the malware publishers. As the computing platform fragments again, you need to be a large company to comprehensively support multiple kinds of devices.
As we start to see more netbooks, slates, smartphones deployed across the enterprise, each device presents Intel another opportunity to make money on a chip it didn't have to manufacture.