Hi 4321,
I was thinking of tablets/pcs rather than phones. Intel is nowhere in the phone market so not really relevant yet.
Re tablet/pc, isn't the indifference argument a way of saying what I had been saying originally?
But now, per SS, Intel is a competitor of Wave's.
An Intel/McAfee software and services architecture doesn't seem likely to gain purchase on ARM chips.
Therefore, the likelihood is that Intel will make its proprietary trusted services move on its x86 silicon.
I was kinda sold on the argument we should prefer ARM.
Now we've done a 180, and you guys are indifferent to the silicon and I'm the ARM guy?
By the way, Global Platform is still the model for the handset makers, but has it been adopted by the MSPs?
Also, for 2012, it looks like the market's adding MS-based mobile tablets and maybe MS phones for TC. MS is no better than third or fourth in either market. So this is not a huge incremental market to begin with.
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