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The second battle to watch is the upcoming server CPU/SOC arm / intel battle. Google stated they didn't like wimpy cores in the DC so can ARM get strong enough cores clustered together in the DC to compete against intel (while keeping power down)? This market won't be worth as much as the mobile space but it would seriously cut into intel's profit and affect their ability to stay ahead with their foundries.
So the real question is what do most tablets spend the majority of their time doing? Running a benchmark at full