[cjenkins]

I've always thought it strange to think that ARM (or any other CPU design) company could take out Intel.

Worst case in the ARM scenario, Intel buys a company with an ARM license and is still a step ahead on process and fab technology.

To boot, increased mobile device usage (even on ARM) is probably good overall for Intel as it helps drive demand for the servers powering the services those devices consume.

[Andys]

ARM chips are priced an order of magnitude lower than Intel's chips. Their process advantage would only last one generation because the fat profit margins aren't there to pay for the next one.

If ARM kills Intel, its because cheap chips are finally "good enough" for nearly all purposes.

[dstein]

Intel already bought and then sold an ARM licensee:

http://en.wikipedia.org/wiki/XScale