On 1) I think that you're right about the impact of the ISA being overdone but lets not forget that Intel has had a process advantage for a long time and that i

On 1) I think that you're right about the impact of the ISA being overdone but lets not forget that Intel has had a process advantage for a long time and that it was partly the volume of consumer sales that supported their R&D and helped them win on servers. That situation has changed now - the process advantage has gone and there is lots of money pouring into TSMC and the mobile SoC designers. For me the key point on the ISA is that Arm is not limited to two companies: what we've seen in other markets will happen in desktops and servers - the really big customers can take the ISA and build highly competitive SoCs that suit them on the leading process technology and for lower cost.