I dont think its relevant to discuss arm servers before we see what a57 is capable of compared to the new Atom. And even at that time ofcource its of minor importance. I agree with you. My post was just a reaction to the typical answer completely ignoring the history even for Intel. Even the server market reach maturty at some time, i just cant see it comming the next 5 or even 10 years.
The fact that Intel is moving Atom to its prime process and bringing Core to power consumption levels is a testament on how serious Intel is taking the ARM threat, and they aren't stopped.
Sure, they could be moving faster, but when you have the kind of elephantine corporate structure like Intel do, it takes a while to turn around the ship. Just look how long it took to Intel to redesign Atom. It's been 4 years since Intel promised us the redesigned 22nm Atom. But OTOH, once the wheel is spinning, Intel is a huge force. As of now I prefer to wait and see. I'd like to see whether Intel will field a product that can match ARM on its own turf.
As for the opposite, whether ARM will develop products that can compete in Intel's turf, I prefer to wait and see too. I just don't buy a lot of the A7 claims, as I don't buy a lot of the ARM hype. If A7 is 80% of A15 performance at a third of the costs, why bother developing A15 in the first place? Something doesn't add up here, and the fact that people like Hans de Vries and some other AMD arch-fanboys are hyping the thing just makes it looks more suspicious.
For me, A15 was a deception. I was expecting Atom performance in a more power efficient fashion, and I got none. By looking at the ARM ecosystem, we can see that costs and margins are starting to bite already. Except for Qualcomm, everyone dropped shipments. People forget that as soon as IC grow in complexity the costs also grow in an exponential fashion, and Krait shouldn't be a $10 SOC as the rest of the ARM appliance chips.
To better illustrate what I'm talking about, take microservers. If you want a microserver now, your best chance is with Intel Xeon and Atom, not with ARM. Yet people see this as an inherently ARM turf that Intel would have no chance.
And A57? What are the trade offs between the higher performance and their development costs, and design/validation overhead, and die size, etc? Nobody answered this question yet, and until we see in 2015 actual product, I see wait and see as a very prudent approach.
I guess we are more or less in the same tune here, but just different perspectives. You see that ARM is growing faster than it should and effectively threatening Intel, while I see ARM movements as not vitally threatening, and that Intel is fielding chips in the ARM turf that are up to the task of open a beach head on the ARM market.
Just don't expect Intel to be steamrolled by ARM just because they aren't hyping their Atom chips the way ARM does with A57. It's just that Intel has only Intel to worry about in their product line, there is no Qualcomm Atom. But in the multitude of ARM manufacturers out there, if the small ones don't advertise themselves, who will notice them?