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Intel had better be worried. Very worried. ARM is gonna take the consumer market out from under them in the next few years if they don't get their PPW (performance per watt) cleaned up.
Nvidia is gonna be a huge player in this. They release the next gen stuff earlier then the opposition, so it's slower than the chips Apple, TI, and others are putting out, but the adoption rate is high due to it's early availability.
http://www.engadget.com/2011/09/20/n...ifth-companio/
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