Nice summary, and I agree with the view but good to remember Intel has a two-pronged battle they're fighting now -- ARM's partners (QCOM, Samsung) and the Found

Nice summary, and I agree with the view but good to remember Intel has a two-pronged battle they're fighting now -- ARM's partners (QCOM, Samsung) and the Foundries (TSMC, Samsung, GF, IBM) -- much different than the discrete merchant competitors they faced in the past. Intel therefore has to get to deeper process nodes faster (14nm and below) while also trying to create an embedded x86 ecosystem. I've never seen them more motivated to compete on both fronts. For what it's worth, here's what Intel's key execs presented to address those challenges at this year's IDF: http://www.legitreviews.com/intel-confims-mobile-focus-shift-at-idf-2013-keynote_123434 http://www.legitreviews.com/intel-confims-mobile-focus-shift...