Comment by axaxs

What makes you think new entrants? Just curious. On the fab side definitely not... there's really only 3 fabs competing on the bleeding edge side of things, and it costs way too much to open another. On the 'chip designer' side maybe, but I'm not sure why Intel's performance affects whether or not someone jumps in. I basically see a convergence coming, with ARM stuff getting better performance, and x86 stuff using less power...so there will be an interesting crossroads of sorts to see which direction things go.