lol the funny thing about the title when I read it was "yeah, and they freaken' get it. They are not waiting till the company is tanking to think 'omg how do I salvage'? They are being pro-active shooting in every direction hoping for a hit."
"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.