I think you start to see ARM replacing intel. in some sense IPAD is replacing some netbooks. ARM's biggest problem was windows on the netbook. usally when disr

I think you start to see ARM replacing intel. in some sense IPAD is replacing some netbooks. ARM's biggest problem was windows on the netbook. usally when disruption happens , it replaces a whole value chain with another. that's what's the IPAD is doing, and chrome os might do. So you would have the apple's and google's marketing machines (and other big companies around the ARM architecture), fighting against intel's. that's a more fair fight than intel VS amd.