While Intel is messing around with TV, the PC business is dying
sfgate.com
sfgate.com
"Intel has almost no presence in smartphones or tablets." which is an important quote. Because if the majority of the business will be smartphones/tablets then ARM wins by a leap. And if ARM wins, then why not move ARM into the PC market?
Problem with Intel: Architecture + Manufacturing. Their Architecture is not the best, their manufacturing is, gives em an edge. However as ARM architecture gets up there, their partners are helping with the manufacturing innovation. Its like 1 giant fighting an army of slightly smaller giants.