Intel Corp (INTC)

[inex]

Chipguy,

You actually made the point that makes ARM a company that needs to be watched carefully.

Because they charge so little/core, and TSMC/the rest of the foundries have relatively low margins, this could commoditize the processor thus putting pressure on Intel.

ARM concerns me only in 1 of the following 2 cases... Single core ARM performance begins to improve dramatically, or 2, the # of cores per processor begins to grow very rapidly allowing total CPU performance to approach that of Intel.

Otherwise, I completely agree with you...