I agree. In microservers, I think it's nearer than many people think, but beyond that, Intel's dominance is still there to stay for a good while. Still, it's a start and if that means reduced prices and better service, great!
Exiting times, yes, but It's easy for Intel's PR to make marketing claims just like they did with the previous Atom (and look how "good" it was in reality...). Note 2nd generation 3GHz X-Gene is 28nm and will be available mid-2014. If you look at today's devices then current Avoton at 22nm doesn't look all that great vs ECX-2000 at 28nm (http://www.theregister.co.uk/2013/10/28/calxeda_midway_launch/). Given 2014 will bring even faster and lower power 64-bit ARMs as well as TSMC 20nm, and the new entrants go after a multitude of markets which Intel doesn't have covered today, I'd say that Intel will have a hard time competing.
we didn't really expect Intel to roll over and to give all their server business to ARM, didn't we?...it goes without saying that you have the work hard to win new biz and the incument will fight back with all possible means, price, technology and PR etc
WIth all due respect. HP has talked about shipping servers 1H 2014 for production with ARM based server SoCs from Applied Micro (64bit), TI and Calxeda. Partners like AMD have announced that they will be shipping next year. We already have hyperscale players like Baidu deploying with Marvell's server solutions. We are already quite far down the long and winding road with the gate to deployment just a few steps away.