Intel Corp (INTC)

[mas]

The ARMy is aiming for "big core" performance in mobile form factors, further driving the disruption of the traditional desktop/notebook by mobile devices.

It's more 'medium core' performance like A72 and Samsung's new cpu, ask AMD how that approach works when taking on Intel's traditional sku portfolio. The only ARM chip that would have a hope of being bought purely on performance is the Apple A9X but that is hiding in an expensive large tablet. The bigger effect will be on Atom though forcing it to stay in the device price range it is now unless Broxton is a big jump.