Wallis, did you read the barron's piece on ARM CEO interview.
What else can you say when you can't control the ability to get your technology manufactured at the the advanced process that your competitor can (and pulling away). You dismiss it. And he keeps using the power advantage argument.
Earlier East used the power advantage argument but now that that is mostly gone he's moved to the next line of defense which is the size of the ARM ecosystem and ARM's marketshare. Intel is giving East no good entry point for servers and ARM was just thrown out of the Samsung's Windows tablet. One by one, Intel is dismantling ARM's defenses along with East's grandiose claims.