One thing I don't know. How does an ARM processor compare with an Intel one in the PC space?
The core function of a microprocessor is to process information. Okay, so is an Intel chip better at its job than an ARM one in a PC environment? What about in a mobile environment, in which efficiency is also an important criterion? How is the competition going to pan out.
Two views:
http://www.forbes.com/sites/haydnshaughnessy/2012/02/24/intel-vs-arm-battle-of-the-business-model/
"Over on Innovation Management European innovation expert Jørn Bang Andersen was asking about the ARM business model, also this week.
Andersen is a senior adviser to the Nordic Innovation Center and specialises in business ecosystems.
He believes ARM are better positioned for the future than Intel are, not simply because their designs are specialized for the growth markets: mobile devices, cameras, tablet devices, etc, but because the ecosystem is a more potent business operating model.
And he quotes ARM saying that ‘the complex reciprocal relationships that make up ARM’s eco-system, are probably our biggest barrier to entry’. In other words the ecosystem keeps competitors out."
http://www.extremetech.com/computing/113123-how-intels-medfield-will-dismantle-arm
"In short, ARM & Co. are in a very unenviable position. Intel now has a beachhead and its terrifying, industry-clobbering, 60%-gross-margin wehrmacht will surely follow. You might only see a few Medfield-powered scouts in 2012, but by the time the 22nm Silvermont tanks roll around in 2013 and x86 is better than ARM across the board, expect to see dozens of Santa Clara design wins. Unless TSMC, IBM, GloFo, or Samsung uncover some kind of ancient scroll that details the magic of 14nm, come 2014 and the Airmont core, I wouldn’t be surprised if Intel completely dominates the Android smartphone market. Following the Motorola partnership, I would also be very surprised if Microsoft and Apple aren’t working on x86 versions of their mobile operating systems, too."
Or should we agree with awk that access to Trustzone is the key determinant of success? - Certainly, Intel must provide a solution. Purchasing McAfee was presumably intended as the foundation of such a thing.