Yesterday on SA, that was a fascinating article by 30-year veteran chip engineer Arnold Frisch:
"It's the laws of physics that controls the winner in the processor race for mobile applications, and Intel has already won this race. Anyone who disagrees is in denial, has some ulterior motive, or is just dense. What all this means is that whoever builds phones or tablets using Intel processors can make them run faster and run longer on a given battery than by using an ARM (or AMD) processor. This argument cuts off the other arguments about market share, design wins, better architecture and other objections by the Intel opponents."
It's downright scary holding ARMH because it is already priced as if its won the war. Doubts about ARMH will precede certainty about INTC.