I was hoping they'd make something with one of AMD's fusion parts to make things interesting. Intel is having to get Nvidia to help it in cases with Sandy Bridge, probably to help with graphics performance.
Sandy Bridge variant "NB" is a LV / ULV product designed for mobile applications. While not as power efficent as current ARM products I believe it will compete with arm in many wired (automotive, gaming, etc.) applications.
And, a very nice move by ARMH this PM. I still hold several thousand shares and hope CES comes down on ARM's side, then will write more covered calls.
PS to Mr Tanner I've enjoyed your participation on this board. Perhaps we will cross paths again. (QUIK,TSEM,DRWI,TWER,ANAD,OPWV, CNXT)
In reviewing your chart I note that Sandy Bridge is partially a thrust into high performance mobile. Just part of the convergence of ARM and INTEL markets. As I said, CES should reveal quite a bit about adoption plans. It could be very good for ARM, that's why I'm waiting to take another covered call position. Or, it could be somewhat negative. No rush.