I don't think I agree with everything though:
-Hi def video won't drive demand for high performance systems. Any desktop PC should cope with high definition video. Hi def video will however push the netbook-level and high-end smartphone market. (Nvidia Ion and APX2500 being examples.) Games are another matter.
-I don't predict energy efficiency to improve in 2009 on the Intel notebook/desktop platform. Nehalem is not a die shrink and is not especially designed for efficiency. And economic conditions (cost of electricity) don't make efficiency more important in 2009 than 2008. Now when 32nm Intel processors and chipsets start to come out in 2010, and SSDs become commonplace, that's when we'll get another another big drop in power consumption.