As I wrote in January, Apple is to the post-PC era what Microsoft and Intel combined were for the PC era. They control the dominant software platform and reap the majority of the profits from hardware. When people argue that Apple has somehow already grown as big as it can get, they’re not seeing the size of the opportunity that remains ahead. Imagine how big a combined Microsoft and Intel would have been 20 years ago. Then consider that the post-PC/mobile market is going to be bigger than the PC market.
ARM is going to be huge regardless of whether or not Apple continues to grow as fast as it is. ARM-based chips are inside of every Post-PC device Apple makes – I think they’ll also be in Macs soon – and in most of its competitors’ products, too. The PlayBook, the Galaxy Tab, the various Droid phones – ARM makes money on all of them, and, as John noted, the market for tablets and phones are going to be way bigger than the PC market ever was.
Get your $ARMH while you can.