Intel Corp (INTC)

[Tenchu]

FPG,

ARM server vendors don't have to win the game, they just need to score points.

Given the lack of mobility in the server market (a.k.a. No one got fired for choosing Xeon), ARM would need to do much more than just score a few points.

This is a lot different than the way Xeon penetrated into the server market in the first place. Xeon didn't just "score a few points," but rather demonstrated clear, almost order of magnitude advantages over the RISC competition at the time.

Tenchu