When the Intel story becomes obvious, you will have missed it.
2.) We know that Intel's manufacturing is the best in the world. 3.) We know that Intel's fabrication cycle is going to eliminate all of ARMs advantages. -----
No. Intel's manufacturing is the best in the world at HIGH PERFORMANCE. Most of the fabs have better low power processes than Intel, and some of them will increase their lead over Intel in 2012.
From one of your posts:
----- Ivy Bridge was designed primarily to try and reduce power consumption, while boosting integrated graphics performance. From what we can tell they’ve accomplished both. Power savings average out to around 19% less than the Sandy Bridge equivalents, with TDP dropping from 95 watts to around 77 watts at the same performance levels. -----
Given that we have both a node shrink and tri-gate with Ivy-bridge, Intel still only gets a 19% reduction in power consumption (*). We'll have to wait till 2013 to see Atom at 22nm. As a side, the foundries are getting that kind of reduction on the *same* process node using other design tweaks.
* Not a fair comparison as the GPU's have increased in size, and larger cashes.
Yet another attempt at distraction with details that don't matter.
You had no support for your contention that Intel's manufacturing is not the best in the world. No surprise. Go ahead. Go try and find some.
You're second point is going back once again to try to make the case that fabrication doesn't matter. Don't make me laugh. -----
I have already posted links explaining why (and how) Intel's low power processes aren't world leading. I noticed that you didn't reply to that post.
You clearly don't understand fabrication, especially at the low power end of the scale.
As for the chart, try the 1 year, or 2 year or max and see what you come up with. Regardless, as has been explained to you (by several people) you can be long in ARM (or an ARM vendor) and be long on Intel at the same time. ARM is not AMD.