Apple's annual gross profit is higher than Intel's and AMD's total annual revenue combined. Apple's net income after all expenses is more than double that of Intel and AMD together. I think they probably don't need your financial advice to figure out how to make money.

> The ARM desktop lead will last about 18 months I'd guess.

I believe this claim is going to age poorly. Who’s there to take new ARM chips (from Qualcomm) for a desktop and provide an OS and apps?

> Now they have a dominant desktop chip they could push to multiple corners of datacenters and business computing.

Seems like you don’t know about their vertical integration strategy.

> Apple had an opportunity with OSX to take over a larger space of consumer computing by releasing it for clones and general intel/amd PCs. They flubbed that.

You're pretty much suggesting that Apple should have directly competed against Microsoft. And back in 90s and 00s lots of companies that tried to do that went out of the business fast. There is a reason why buying a PC means you'll get Windows OS in 99 percent cases.

I mean you may have a point but without time machine that's impossible to prove.

> The ARM desktop lead will last about 18 months I'd guess.

1) There isn't a single ARM laptop that even remotely competitive with Apple's M1 in terms of performance and power consumption.

2) Microsoft already released Surface RT (a tablet using ARM architecture) back in 2012. It wasn't fast. Win32 applications didn't work. And Microsoft lost aprox. 1$ billion due to poor sales.

3) Their latest device Surface Pro X can't compete with Intel Core 5 laptops. You need Windows Insider preview to use x64 bit apps. And Surface Pro X isn't cheap. In other words ARM Windows laptops are not ready for the mainstream use.

What I'm trying to say is Microsoft has been selling ARM based devices for like a decade. And hasn't been exactly successful. Is there any reason why you believe they'll be able to turn things around in just 18 months?