ARM co-founder Dr. Hermann Hauser tells the Wall Street Journal Intel's microprocessor business is doomed-- because it cannot take advantage of the mobile market.
He says Intel has the wrong business model-- people in mobile architecture do not buy microprocessors, they license them. This means Intel will have to compete with every semiconductor company in the world.
Hauser continues there is no case in computing history where a company dominating one wave also dominated the next one-- as Intel and Microsoft dominate the PC market, they will fail with mobile architecture (which Hauser says will be the main computing platform on the terminal side).
Currently 95% of global mobile handsets and 25% of electronic devices carry an ARM chp.
Intel downplays Hauser's comments and says there's room for many to be successful.
Meanwhile Gartner suggests Intel's faces threats not from ARM but from vertically integrated manufacturers like Apple (who do everything from product design down to processor design).