Intel has the Data Center/Cloud Infrastructure market all sown up for the next 3-5 years. This is what will drive Intel growth. The ANALysts never seem to bring up this segment which represents 20-25% of Intel's business.
If anyone believes ARM with its high power profile and low performance and high cost can make a dent in the server market they are smoking some serious stuff.
Even Windows won't run on the darn things properly.
ARM has now become a Power hog. Exynos A15 guzzles more power than a 7W Ivy Bridge.
Warren East is just spouting a lot of hot air now.