There was an article about three months ago that the president of Intel said that ARM was now their main competition, not AMD.
AMD is not dead yet, but it's funny what a difference a few weeks make. A few weeks ago the analysts all pegged AMD as the comeback kid, then the production problems. Then Bulldozer was supposed to be the Intel crusher CPU, but it tested poorly.
I think AMD should have the mascot of 9 cats because it's had 81 lives. I don't know how they stay afloat.
Also, to my recollection, IHS or a similar research company indicated that Intel gained a 1% market share from AMD in Q2 of this year. And Paul Otellini had indicated that the industry is shipping about 1 million PCs a day. That would be an additional 10,000 CPUs for Intel per day or 3.65 million CPUs per year. Throw in an average $100 revenue per CPU, Intel would gain about an additional revenue of $90 million per quarter or $360 million per year.
It would be great if Intel can steal more a few more percentage points of market share and increased revenues from AMD - while continuing its battle against ARM.
And, if Intel can get a break-through in the tablet/smartphone market, things will get very interesting. Intel should try to do this on a war-footing either with x86 or purchase of TI's OMAP which has been rumored for some time. I see the latter strategy (purchase of OMAP) giving Ina compelling presence across both architectures. Intel has Wind River and McAfee doing this on the software side, so why not on the hardware side as well?