ARMed Attack: Intel And AMD Do Not See The Torpedo Headed Their Way [Seeking Alpha]
Apple Inc. (AAPL)
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Source: Seeking Alpha
Apologies in advance for all the ARM wordplay, I’m only human. At least it’s not pot stock puns. UnARMed Under its visionary leader, Steve Ballmer, Microsoft ( MSFT ) went from a company whose operating system ran 90% of computing devices in the world to, um, not that. He was so busy protecting Windows and Office monopolies, and fighting off the ghosts of open source, that it already was too late when most devices were running Google ( GOOG ) (NASDAQ: GOOGL ) or Apple ( AAPL ) operating systems. Now, Microsoft is still a behemoth, but they will never again be preeminent in software the way they were from 1982-2007. Helluva run, though. Intel ( INTC ) and AMD ( AMD ) are about halfway through their own version of this process. The threat from below that they don’t even seem to see is ARM-based processors, which are in your phone, tablet, watch, TV box, smart speaker, refrigerator, toaster, TV, soon in your laptop, and coming to a data center near you. All in less
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