"Microsoft is porting to ARM"........I can hear his response now, LOL. The ARM marketing department gives him standard comeback answers that he sticks with...no knowledge whatsoever about what he's talking about, just an answer for everything.
Microsoft also ported to Itanium, how did that turn out when customers ignored it en-masse despite all the World's OEMs pushing it ? Windows dropped Itanium support a decade later. MSFT is only using ARM to get into phones and tablets not because it wants to replace x86 in its traditional markets.
Itanium is an excellent example, basically little AMD beat Intel and all the big server OEMs pushing the incompatible to legacy apps Itanium and forced Intel to switch on its AMD x86-64 extensions in Prescott. Intel was not stupid enough to put all its eggs in the Itanium basket and believe it could force customers to use certain processors which the ARM OEM's will find out if they try and push ARM into notebook/desktops/servers when it is uncompetitive for those markets. Of course it's obvious why some OEMs like ARM , they can all pretend to be cpu chip makers now ;-).