it is absolutely not clear that separation of "general architecture designer", "specific chip design customizer" and "foundry" is a winning business model. In m

it is absolutely not clear that separation of "general architecture designer", "specific chip design customizer" and "foundry" is a winning business model. In my view Intel has been successful because they've owned all three pieces and thus have ripped the benefits from, sorry for the profanity, the synergy. Intel don't have competitive product in that specific market that ARM is so successful. Once/if it gets it, will see then. I'm not saying that it will win - it can go in any direction, but we'll be really able to compare Apples to Apples then.