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I know a couple of savvy guys working for Intel's competitors moaning about how Intel is going to demolish them. Haswell and its descendants, it seems, are the

I know a couple of savvy guys working for Intel's competitors moaning about how Intel is going to demolish them. Haswell and its descendants, it seems, are the real deal, and in the long term, they hold out little hope for ARM in the mobile space, let alone the server space. I dunno about Microsoft, but I wouldn't be betting against Intel. (Just to be clear, I have no stock in or position on any of the companies mentioned on this entire thread.)

gnaffle 13y ago
In the server space I agree. However, in the mobile space, ARM has a huge advantage of licensing their cores to dozens of SoC manufacturers that provide very appealing, integrated, low cost chips for mobile vendors to build products on. It's like the Android of the mobile processor market. If Intel ever start leasing out their manufacturing process to SoC vendors to allow them to build whatever chips they want, then I'll be more optimistic about Intel on mobile.
twoodfin 13y ago
It'll be fascinating to see how this plays out. What's Tim Cook's magic number for price/performance in the iPad to justify an architecture swap, and can Intel hit it? I would have thought no a few months ago, but ULV Haswell looks like it's the precursor to something very, very nice. It's hard to underestimate just how easy a platform swap would be for Apple (and Google already supports both in shipping products).