Losing their ARM is OK for Microsoft

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Warren East, CEO of ARM Holdings says there will be over 10 ARM-based Netbooks on the market by year end. That puts a lot of pressure on Microsoft to port Windows to the ARM processor, or does it? Here's the dilemma. If Microsoft ports to the ARM, Intel could optimize x86 CPUs like Atom for Linux (and Android). Even though Microsoft has embedded versions of Windows for kiosks & cash registers, it's not clear to me the ARM processor could handle a scaled down version of Windows. Not to mention how it would perform against a lightweight Linux ARM implementation. Intel wins either way. Apple's not playing this game; they've segmented the processor platform of the Intel MacBooks from the iPhone. They will most likely develop their own MPU/GPU combo chip as I've discussed here before. Microsoft should stay the course and stick with Intel.