Also as far as I know has ARM SoC been used so far anywhere else than in the iPad? (dumb question maybe but I was curious to see what CPU they re-branded this time so I read about the big SoC bla bla)
IMHO cash is the only thing that allowed Intel to outrun AMD (just consider the innovation amd brought - X64 and breaking the ghz barrier - how else could intel have prevailed if not my investing billions into research?).
And in the end it's not about the race to idle or about the one with the greatest potential. It's about who makes himself popular first.