One thing you have to be wary of before predicting any Big Iron's demise is that sales are very cyclical where the cycle is tied to the release of new generations. If you are going to fork out six-seven figures on a enterprise server you have to make it count and make it a significant improvement each time. So sales rise and falls can be very lumpy for that reason. Expect a spike on Power 8 release.
I don't really see how the smaller ARM players like AMD can compete.
Last I checked, AMD still isn't even an ARM player. ;-)
I'm still trying to figure out how they funded both an x86 as well as an ARM roadmap. My guess is that they had to shut down or reduce a number of programs to do it, and I'm just waiting to see which x86 programs were impacted.
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