re: What If Microsoft And Intel Weren't Two Years Late?
I thought Itanium (Itanic) was the Titanic at Intel?
Anyway, I think you nailed it. The device makers want to use Android over Windows in large part because Google will let them alter the OS and user experience. It gives them a chance to differentiate their products and not be in a pure commodity market (e.g. Windows PCs). Although, if Microsoft would have had their act together, they may have been able to keep that thought out of the OEM's heads. Now the genie is out of the bottle. How you going to keep them down on the farm after they have seen Karl Hungus?
Intel doesn't do low power well. It is kind of the nature of x86 and CISC, although Intel has been good at squeezing as much as possible out of x86. Similar situation, if Intel would have put out something that would have worked for Apple and the Android OEMs, they may have been able to head off ARM. Now people have rediscovered RISC and it is going to be hard for Intel to convince OEMs that they should pay more for the "Intel Inside" sticker. Also, as Steve Jobs said about Intel when choosing ARM, why tell Intel everything you know and help them build the chip when they are just going to turn around and sell it to your competitor?