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What do you think is the moat that will keep Intel from doing to Arm what they did to the RISC chips? Intel has better process and very capable designers. The
by thornkin 13y ago
What do you think is the moat that will keep Intel from doing to Arm what they did to the RISC chips? Intel has better process and very capable designers. They are quickly moving down-market. Why assume that Arm moves into Intel's territory before Intel moves into Arm's?