Also, to my recollection, IHS or a similar research company indicated that Intel gained a 1% market share from AMD in Q2 of this year. And Paul Otellini had indicated that the industry is shipping about 1 million PCs a day. That would be an additional 10,000 CPUs for Intel per day or 3.65 million CPUs per year. Throw in an average $100 revenue per CPU, Intel would gain about an additional revenue of $90 million per quarter or $360 million per year.
It would be great if Intel can steal more a few more percentage points of market share and increased revenues from AMD - while continuing its battle against ARM.
And, if Intel can get a break-through in the tablet/smartphone market, things will get very interesting. Intel should try to do this on a war-footing either with x86 or purchase of TI's OMAP which has been rumored for some time. I see the latter strategy (purchase of OMAP) giving Ina compelling presence across both architectures. Intel has Wind River and McAfee doing this on the software side, so why not on the hardware side as well?