Intel Corp (INTC)

[wbmw]

that's great news that pc/server chip engineers can move seamlessly into the mobile area..because then it stands to reason the reverse is also true...and the ARM guys will have competitive products challenging Intel's cash cows (servers and pc chips) in no time at all.

Can an ARM vendor design a high power chip with more performance targeted for a laptop or desktop? Sure. But can they compete with an architecture like Haswell, beat Intel as an incumbent at their own game, and crack into the Windows ecosystem without a legacy path in software? I highly doubt it.

Same logic goes for servers: performance, incumbency, ecosystem, features, security, manageability, high reliability, etc. They are starting many years behind, and could take many years just to catch up. And no "silver bullet" feature like 64-bit is going to be enough to change the game.