The thing is, it's not gonna help to have a "Steve Jobs" nor will any degree of understanding the competition help if you're used to ship an expensive high-margin product and along comes a low-margin competitor. Neither ARM nor TSMC attempt to make the kind of profit that Intel is used to making and this is the real problem for Intel; even if it wins 75% of the mobile market by shipping adequate chips at adequate prices, the profits won't be anywhere near what it gets in the PC market. (Of course this is just as true about Apple as it is about Intel, and I think their latest quarter results testify to it just as much as Intel's. Actually, the surprising thing about Intel (which is not true about Apple, Steve Jobs and all) is the degree of their dominance in the market for anything resembling a PC - a computer where you can get work done; one might expect both AMD and non-x86-based workstation products to do better, certainly Android is a bigger threat to iPhone/iPad than any competitor ever was to Intel in the PC space.)