The Defining PC Battle of 2012

The following video is part of our "Motley Fool Conversations" series, in which developer Chris Bledsoe and senior technology analyst Eric Bleeker discuss topics across the investing world.

In today's edition, Eric asks Chris about reports that ARM chips are running stably on Windows 8. The processor battle has become an interesting battleground as ARM Holdings and Intel both attack each other's strengths. In ARM's case, it's pushing into PCs while Intel pushes into ARM's mobile stronghold. Eric says investors need to pay attention to the idea of attacking the strength of your competitor. While PC sales might not move the revenue needle much for ARM this year, it keeps the pressure on Intel to devote more resources back to its PC unit and the low-end threat ARM creates.

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Chris Bledsoe has no positions in the stocks mentioned above. Eric Bleeker owns shares of NVIDIA. The Motley Fool owns shares of Apple, Intel and Qualcomm. Motley Fool newsletter services recommend Apple, Intel, and NVIDIA. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On January 31, 2012, at 2:37 PM, teqGuy wrote:

    The way treand is going Intel has to loose and Arm has to win. Lets say Intel takes 20% mobile market, it will make $6-7 per peice. Arm gets into computer will make $10+ in each peice.

    Not only that Intel will have to bring down the price of the Processor as till now the OEMs had not choice.

    I did not like the comment saying ARM cannot match the Intel processors. Pls look at the web ARM is almost close to Intel in performance.

    All people care is how responsive and fluid the computer is and Win8//ARM look pretty fluid else MS will not dare market.

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