Overall, a good piece. But one thing stands out. Read this quote by Andrew Dunn, an analyst at RBC Capital Markets: “We think Intel is more likely to have success in tablets, where power/performance constraints are less onerous than in handsets, owing to the proportionately larger battery.”
I agree. I do think that Intel is likely to have more success getting its chips inside tablets than it does phones — but that’s not saying much considering that Intel can’t get its chips inside phones to begin with.
One other thought: This entire article is based on the premise that Intel won’t become an ARM licensee and create ARM-based processors themselves. Intel already fabricates other companies’ ARM-based chips. The next logical step for the company is to design their own chips based on the ARM architecture. If Intel were to do this — and I believe they eventually will — not only would the company make more money than it currently does by simply building other companies’ ARM-based designs, but it would also no longer be Intel vs. ARM; both could succeed together.