Why Was Arm Successful in Mobile?
I think that Arm was successful in mobile (and subsequently in other markets) due to a couple of factors, mostly being in the right place at the time when two things happened, aka luck.
The first thing that happened was mobile phones took off, especially with the widespread adoption of GSM throughout much of the world, that gave the standard critical mass instantly. Nokia and its main chip supplier Texas Instruments, went with Arm. The decision-maker for that was Wally Rhines, now Mentor's CEO (or something at Siemens, not quite sure what his title is these days), but then he was running TI's semiconductor business.
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