Here is the danger that I see in ARMH...
As a chip designer that licenses its designs, ARM could license directly to Dell, HP, Lenovo, Acer who then could use a foundry to produce chips and put a serious damper in Intel's margins. As long as Intel is able to design processors that are significantly faster than ARM, this would always allow Intel a much higher margin and would force them to cede the low end market, which, they've done in the past. However, because ARM allows companies like NVidia to ValueAdd, unless Intel greatly improves it's Graphics, NVidia's greater GPU capagilities will begin to erode whatever performance differences Intel's CPU might have. This would put pressure on margins.
I think that the pie will inevitably be large enough for everyone for quite some time, but, ARM's business model is a very interesting one to me. I don't see it requiring near as much overhead as Intel's. ARM doesn't need anywhere near the marketing and sales force that Intel needs.
I think at the very least, ARM's popularity has signalled a paradigm shift, much like Android has done for Cell Phones.
JMHO
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