If they did not control 90% of said server market you may have valid points. Till that time you just dont. They have dropped some in the last year but they need to lose another 10% by my maths before the competition board complains about them. They have enough money to make 1 good chip for mobile, If they do Samsung or Apple will jump at them thats 200million units of said product a year. ( thats basically the profitable section of the smartphone / tablet market ) ARM itself does not really do alot just sells its licences to others like qualcomm and samsung / Apple who between the 3 of them control alot of the arm market. ( Close to 100% in phones and pretty similar in tablets ) My gut feeling is if ARM is less than twice the power per watt of the x86 chip, it's not going to catch on. It needs a big advantage. It needs to be three times the throughput per watt or better to make a big impact. Facebook and Google will determain if ARM will be a player in the server markets if they take on ARM as there chip supplier it could take off in a big way.