Intel Corp (INTC)

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Dmcq,

You do realize that the guys like AMD and AMCC do not have the economies of scale to sell "$20 ARM server chips", right? Just because smartphone APs are cheap doesn't mean that the much lower volume/much higher barrier to entry server parts are going to be cheap, too.

AMCC is gunning for ~70% GMs on its 40nm X-Gene. This isn't low margin land.