“Originally Windows 10 (as distinguished from Windows 10 Mobile) could run only on PCs that were powered by x86 and x64 processors. Now, Windows 10 desktop can run on machines that are powered by ARM64 processors with the Fall Creators Update or newer. The power-saving nature of the ARM CPU architecture allows these PCs to have all-day battery life and support for mobile data networks. These PCs will provide great application compatibility and allow you to run your existing x86 win32 applications unmodified.”
I could have kicked myself for not buying AMD stock years ago, even joked about it with some friends at the time but couldn't afford to take the risk. The reason was (rightly or wrongly) Jim Keller returning to work on Zen.
He's worked on a few different and really exciting things since, but he's at Intel now. I suspect they'll sort it out and turn things around, but running their own fabs is their biggest problem now. They aren't competitive with TSMC and they desperately need to be.
https://www.anandtech.com/show/15846/jim-keller-resigns-from...
So are you buying Intel stock now?
Also, the circumstances are much different. AMD was valued at the time as a company circling the drain - there was a lot of upside potential given the low starting point.
Intel is still valued very highly currently even after it’s problems in the last few years.
The thing is - I think they’d need to turn the company around entirely just to justify their current price, let alone any future returns.
They did try a more locked down version of Windows, Windows RT, on ARM. It was predictably a disappointment.
It's only slightly more stupid than following up a smash hit console called a Wii with a completely new one called Wii U!
(I mean, seriously, I'm a proper Nintendo fan but somehow I missed an entire console generation because of stupid naming!)
What it could probably not do is run-on-ARM with acceptable performance for every legacy app.
Windows' bread and butter has always been forever-compatibility (Win API language-of-the-year aside) for long lived business apps.
Apple has never, and doesn't seem to want to, competed on that front.
Things are likely to change as more actual ARM64 laptops appear. Some Windows on ARM64 laptops are already available like the HP Envy X2, the Lenovo Yoga C630, and the Microsoft Surface Pro X.
What makes Windows valuable is the 'legacy' applications.