True. But it is incremental to current business and it is an opportunity that needs to be pursued.
If Atom is weak, what about current ARM designs like Ipad and Iphone ? Those CPUs are much slower than Atom. Maybe the whole point is not performance, but power ? Atom has still too much performance per clock to be able to go down to a few hundred milliwats of power. The uarch needs to be simplified or moved aggressively to new processes. Performance is the last issue.For the tablet/netbook level Atom is too weak for a decent experience, IME. I'm curious to see how ontario fits in those formats. They are just a little too small for CULV.
Why bother and reinvent the wheel when you already have x86 ? The whole problem is getting it into the right envelope. And from then on, for Intel at least, its process advantage will leave ARM&foundries in the dust.
You make it sound like those are the only two options. Personally I'd like to see Intel and AMD both release low-power non-x86 architectures to more effectively compete with ARM in these segments. I think this is where things are going to heat up in the next few years.




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