Intel is already taking market share from ARM.
Intel expressed optimism regarding Atom, which it said was seeing a large number of design wins in not just netbooks and tablets, but also a variety of other devices. Management stated that Atom was driving momentum in the embedded business, with design wins touching 1,700 in 2010 alone and design engagements reaching 4,900.
What was even more encouraging was Intel’s statement that many of the design wins were coming at the expense of ARM Holdings (NasdaqGS: ARMH - News) and MIPS Technologies (NasdaqGS: MIPS - News). Atom remains a good choice for notebook, netbook and the new-age tablet OEMs, since it can be configured to run Windows, Android, Chrome and MeeGo.
http://finance.yahoo.com/news/Intel-Offers-Encouraging-zacks-3370785988.html?x=0&.v=1
Intel is proving these design wins with the latest announcement that comcast set top boxes will have Intel inside. Many more to come.