The frightening and saddening thing about this is that it's not as 'off base' as it sounds.
Systems integration IS the next big thing, and the iPhone and iPad are the first 'real' signs of that, with more to come. As the world becomes smaller and the toys follow suit, the PC towers may see their day come and go. That means Intel, AMD and any other chip maker unable to get into that market will be left by the wayside.
I'm guilty of it myself, having switched to a laptop years ago. If something like an iPad could do what I wanted, I'd use that and my Laptop would collect dust.
One day, a fully integrated PC WILL be able to do that, without discrete processors. If there were an iPad available that would play Crysis (etc.) there would be no need for a tower, meaning no need for buying GPUs, CPUs, etc.
How far are we from that day? It's undeniable that eventually systems integration will obliterate everything else. Whether that means ARM will kill Intel or any other manufacturer, well I doubt that. The guys running both AMD and Intel see it coming too, and are likely working R&D in that direction.
For me, though, the part that I'll miss is the 'Xtreme' part of it. I find it hard to imagine an LN2 stack or a Cascade cooler strapped to an iPad. I think I'd miss that more than anything else.
Gray



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