I think the difference was that replacing Itaniums with Xeons on the roadmap didn't seriously hurt margins (probably helped!) The problem with mobile was that

I think the difference was that replacing Itaniums with Xeons on the roadmap didn't seriously hurt margins (probably helped!) The problem with mobile was that it fundamentally required low-margin products, and Intel never (or way too late) realized that was a kind of business they should want to be in.