Intel Corp (INTC)

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X86 is now set to die at the hands of Intel itself. Very sad.

That's a very, "This world is only big enough for one of us," kind of mentality.

If, conversely, you thought that x86 would be death to ARM architecture, or somehow mortally wound them with share gains in mobile devices, then shame on you for that as well. ARM has a very diversified portfolio of devices that come with individual licenses in the billions. There's no way that ARM would fall by the wayside as an architecture in the first place. The only interesting question for investors would have been who would have a dominate share in the smartphone and tablet segments, because Intel's gains here would subtract from ARM's highest revenue-per-device segments.

Intel's move IMO is very pragmatic, and balances margin and revenue goals against MSS gains. If Intel had intended to hand the smartphone and tablet markets to ARM, they wouldn't have put *no less than SIX* new phone and tablet SOCs on their roadmap.

Saying that x86 has just been set to die by Intel is a silly over-reaction to the news.