Their technical competence, their relevance, and their handling of suppliers seem to be slipping. Well, their top brass will feel knots of uneasiness, especially against the promising ARM chip technologies and the cheap chips from AMD, in the forthcoming years. Here is some quote from
http://goo.gl/FD6ze :
ARM Holdings Plc, the top designer of processors for smartphones, is pushing into chips for server computers and aims to start eroding Intel Corp.’s dominance in that market in 2014.
Server manufacturers are already looking at chips based on ARM’s technology, Chief Executive Officer Warren East said last week in an interview. The designs will help create lower-power computers, which will make data centers more efficient. Still, the effort will take years to bear fruit, he said.
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