It's all about the servers
This is why it's essential that AMD gets back into the server chippery space - What client device people use is irrelevant (and it's trending more towards mobile every day) - the 'cloud' still needs massive numbers of cheap commodity servers. If AMD can make a viable ARM based server SoC (and all the hard work is in the interconnects/IO not the cores) that can run big clusters as well as Intel but cheaper, they’ve won a truly big prize. I’m no fan of market monopolies and Intel’s dominance – let’s not forget that a decade ago, Intel was resting on their laurels – on a truly appalling product (NetBurst and insanely hot running single core CPUs) and it was AMD that jumped off into dual core, and later quad core first. They also extended IA32/x86 for Intel while Intel were still fobbing off the world with Itanium.
Here’s to some competition and a fresh way of engineering products. I wish them well with their ARM based server SoCs.