Re: Investors aren't counting on Intel to succeed in mobile
But Intel dominates in PC CPUs, and whatever decline there is in PCs will be made up for by increases in servers.
For how much longer? The current server boom coincides but doesn't correlate with the PC business.
ARM is continuing to expand up the food chain and we'll start seeing serious ARM servers over the next 12 months. If any of them deliver significant reductions in capital or operating expenditure we can expect to see the results in Intel's bottom line as it will be forced to reduce prices to maintain market share.