Mark LaPedus, EETimes
1/12/2011 5:04 PM EST
SAN JOSE, Calif. - ARM Holdings plc and Intel Corp. are on a collision course in the systems space.
The winner? Intel, according to one analyst. Another analyst disagreed.
''So far, Intel is missing the wave in the ultramobile market and is not likely to gain traction in 2011,'' said Auguste Gus Richard, an analyst with Piper Jaffray, in a recent report. ''The issue for Intel is that software developers are increasingly focusing on ARM platforms. As this momentum grows and the number of applications grows it makes it more difficult for Intel to turn the market in its direction.''
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