As far as open source in the phone space, I think It's a no brainer. With OpenMoko, Motorola, and (soon to be) Palm all touting linux phone environments I don't think a new "standard" is going to make much of a difference in the pace of adoption. What I do believe is that ARM is feeling the heat from Intel and VIA, who are putting massive amounts of cash into their efforts to get efficient (and tiny) x86 processors into smartphones.