ARM in the Enterprise Server?
Really? WHEN will ARM ever get to the performance level of even current Xeon let alone future variations. This is very much like a dog chasing a car. Yes, the dog is smaller and uses less energy but over the long haul the car still leaves it in the dust. Lets not forget that when Facebook was showing off it's small card ARM server designs for Open Server Intel just happened to show off their version (Intel, where is it? Been very quiet.) that was not only power and cost effective but already 64 bit and you could plant a bunch of them in half of a 1U chassis. I believe this shows that if nothing else Intel IS ready to counter ARM if it really begins to get market share. Didn't the i960 prove that Intel CAN design a very successful RISC chip if needed? Pretty sure they can now fab 50 of those cores on the current die process.
NEVER EVER count Chipzilla OUT. They have the design teams and state of the art fabs to pretty much counter any threat that comes their way. Remember AMD? Intel does AND remembers what Athlon did to them. I believe that lesson was learned.
If nothing else the mobile market for Intel, while not particularly a money maker was absolutely crucial in learning how to make low power chippery and that is showing up in Xeon now. So too was Itanium a learning project in core architecture. While not particulalrly financially successful it changed everything in Intels main chip business core architecture.