I feel like there are fundamental problems with MSFT (or INTC)succeeding in the mobile world

After the platform wars of 90s, the industry has scars (70% of economics went to two vendors - MSFT and INTC - Wintel)and would not want any potential repeat of the history

In many ways, ARM Holdings is anti-Intel. Same way, one can claim that Android is anti-Windows model (in many respects)

I am really curious what will happen here - and who are people in U.S. who still don't own a smartphone? (still 39% of the population - http://mashable.com/2013/06/06/smartphones-61-percent/)