Intel and ARM
Horace Dediu (via Jonathan Rentzsch):
This is a quirky idea so I’ll repeat it: since the device is not good enough it has to be integrated, including the processor, which being good enough, has to be conformable. The processor has to bend to the will of the device market not vice versa.
This then puts Dr. Hauser’s point in perspective: a modular business architecture for microprocessors is a necessary condition to being successful supplying devices. The corollary is that Intel’s integrated business model is obsolete in a device world. No amount of polishing of the Atom will help.
