Part of this discussion is moot anyway, as Tim Cook just two days (again) pointed out that Apple has no interest in unifying Macs and iPads
. That surely doesn't rule out ARM based laptops or desktops, but there won't be iOS based gimped "Macs".
DirtyHarry50, on 21 April 2018 - 02:51 AM, said:
I would agree Matt that stock trading does not represent proof. It represents a perceived likelihood. My point in referencing that was that there are people who monitor tech also thinking it is going this way, so much so that it impacted Intel stock significantly on the news from multiple articles which are leaks that have to be considered with a grain of salt.
I strongly have to disagree with you here. First of all, the drop in Intel's share value has nothing to do with the actual feasibility of ARM based Macs or whether this imagined ecosystem dominated by tablets and a few computers is a grand vision of the things to come. It's simply a result of the potential impact on Intel's profit. The thought process was not "Oh, Apple wants to switch to ARM CPUs, that's the future!", it was rather "Oh no, Intel might potentially lose one of its most famous customers". And then they thought "Who cares?" as they took into account that Intel is absolutely not dependent on Apple and Intel's shares started to rise again on the same day. By now, that drop is long forgotten and the shares are worth more than before.
When you take a look at the larger picture, the effect of that news on Intel's share value barely registers. Here's the chart for Intel for the last 12 months:
The April 2 drop is one of the tiny dips in the upper right. That's just fluctuation.
By and large, that the tech stock traders' reaction on this rumour was a resounding "meh".