Desktops are a huge, but declining business. In laptops they already have serious competition in Samsung's ARM-based Chromebooks. Besides, laptops also don't grow nearly as fast as smartphones and tablets. In markets, it's the growth that matters most, not the current revenue.
Intel is fine. They have such a huge manufacturing and capital advantage they can afford to lose time after time, whereas the likes of AMD and ARM can only afford to lose once. Intel will own the mobile space in a decade or so.
Could you define how "ARM" would lose, given that "ARM" is an ISA which has different licensing levels and is implemented by multiple companies (including some that are larger than Intel - Samsung, Qualcomm, Apple).
I understand all that. Eventually companies like Samsung will be forced to abandon ARM because they'll get a better power/performance ratio from Intel than they can produce in house.
