Intel can see it. The development of the Atom was partially a reaction to ARM. Intel is in a classic innovator's dilemma and unwilling, apparently, to pursue

Intel can see it. The development of the Atom was partially a reaction to ARM. Intel is in a classic innovator's dilemma and unwilling, apparently, to pursue the most successful strategy to counteract it - create a standalone business entity that can and will compete at the smaller scale. Many of these articles then extrapolate the ARM X86 battle into the server space - which does not follow. The mobile disruption is that smaller devices will replace laptops and potentially desktops with newer simplified usage models and not that X86 will be wholesale swapped for ARM in every case. Cloud computing does present though a separate potential to disrupt server X86 that companies like Tilera are pursuing.