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Intel’s spending plan raises more worries (marketwatch.com)
2 points by mtgx 1786 days ago | hide | past | web | favorite | 1 comment

Intel's process advantage was always based on competing against less well funded competitors who expect not to be able to keep up with intel. Now that their competitors are actually spending to develop new process technologies the business model has changed and now Intel has to provide value over the default ARM solutions in emerging markets. We have already seen some competitors in the space (TI) exit.

As process designs continue to improve x86 will improve compared to ARM but the backward compatibility of ARM over time will place means that Intel can't expect to just be competitive if it expects to be successful. Add in the double whammy of the transition from desktop and notebooks to more mobile devices and intel's existing backward compatible proposition doesn't look so good.

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