[jlgreco]

I don't think I agree with 6ren's analysis, but I think that the fact that it is "not clear that the underlying CPU architecture really matters anymore" means that the game has shifted for Intel.

It seems to me that Intel has traditionally benefited from the fact that CPU architecture has mattered (in x86's favor). The mere fact that x86 is no longer the only sensible choice, while obviously not a doom prophecy for Intel, isn't really an argument for Intel's continued relevance.

[ibrahima]

Well, you're right to some extent, but it also means that if Intel were to use their R&D might to engineer an x86 mobile chip that (for instance) is twice as fast as an ARM chip with the same power consumption, it would be in the next top iPhone/Android/WinMo handset without much difficulty. I honestly would not be too surprised if something along those lines happened. The RAZR M-i or actually seems to be competitive with the ARM version of the RAZR M in terms of battery life and performance, and they can only improve from there.