Don't forget the high-end FPGA's, too - that's where ARM's licensing gives them a decisive advantage (not least because if you're using one of them to prototype something, you will end up producing your ASIC with licensed components from ARM anyway.)
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Also there are an awful lot of ARM7, ARM9, Cortex-M, etc. cores in microcontrollers and that market is very different from where Intel is competing.
Don't forget the high-end FPGA's, too - that's where ARM's licensing gives them a decisive advantage (not least because if you're using one of them to prototype something, you will end up producing your ASIC with licensed components from ARM anyway.)