ARM design only, Intel design, manufacture and manufacture development
ARM's business model is simple,
Design, design, design oh and lisence
Lots of large players licensing the design.
Intel, design, manufacture and keep up with bleeding edge manufacture development i.e. 22 and 20 nanometer.
If ARM can get its A into G, I can see that their business model is much more agile than Intel's.
Think of all the mfgt overhead that ARM doesn't have, instead they can focus on design.
Just my thoughts.
Of and one other thing i.e. scenario:
Linux and LAMP (all easy to recompile to run on ARM) stack, web based apps, web servers etc can all run on an ARM or any other CPU for that matter.
We don't need high performance graphics etc.
However I do agree that ARM must adopt 64 bit soon, and (if they have not done already) allow for virtualization support etc.
Just been to a cloud tech conference today, there are two types of cloud models:
1. High performance computing clouds.
2. Low power, with enough CPU power, but high density blades etc.
Model 1, clearly Intel and AMD
Model 2, this is clearly a market for ARM
Just my two pennies