1. The ARM strategy to build PC share on the low end has failed. RT is dead in the water because of functionality, performance and compatibility issues.
2. The ARM strategy to build PC share on the high end has failed. Their 64-bit server products are too little and too late and address a far too small segment of the server market to have any impact. Expect the same result as RT just a year or two from now when they finally reach the market.
3. Intel improvements across the ecosystem are coming in waves. IDF Beijing has filled in some of the important details. Intel's expansions into the server/data center markets are impressive.
4. Intel's fabrication superiority continues to be a determinative dynamic. Intel has FinFET, ARM doesn#$%$ a big deal - a very big deal.
5. Haswell will be here in another 7 weeks (already shipping) and 14nm FinFET production will be here in 9 months. These two arrivals will herald the end of the ARM era. Wall Street seems to be waking up (at last) to where Intel is going and if not then these two buckets of ice water should do the job.
Intel has the ball, a head of steam and is headed to the end zone. ARM has pulled up lame. I can't imagine what is holding the ARM stock above $40 other than pure and simple manipulation or mind-numbing ignorance...