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ARM Holdings plc Message Board

  • raylewismrdrcase raylewismrdrcase Mar 5, 2012 1:32 PM Flag

    Why is ARMD down

    IS it cause of this sea micro deal with AMD? It doesn't really make sense to me why this deal would neccasarily hurt arm in the long run but just money is moving away from it in the short run.

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    • ARMH trades between $22-$30 and lately between $24-$27

      Its down because the entire market is down

      It will go up when the entire market goes up

      It goes up and down

    • "No. ARM (the company) are keeping within the power budgets for mobile devices. ARM (the company) uses the extra transistors that a given process (node shrink) allows to increase performance. This is why the (QCOM's) S4 *increases* it's performance/watt profile, the same will be true of ARM's A15. "
      ------
      Agreed. But going forward this will be a slow process for ARM camp. On the other hand Intel is improving both in architectural efficiency and node shrink with no immediate limitations or significant slowdown, with additional advantages of tri-gate. At the same time workload on SOCs is going to increase.

      And I have reasons to believe that dual core smartphones have shorter battery life than previous-gen single core. So the effects of performance demand is already showing up.

    • Also, you need to realize that for ARM to increase performance, they will need to also increase power consumption, and thus lose the only aspect of their so called ISA that made them popular
      -----

      No. ARM (the company) are keeping within the power budgets for mobile devices. ARM (the company) uses the extra transistors that a given process (node shrink) allows to increase performance. This is why the (QCOM's) S4 *increases* it's performance/watt profile, the same will be true of ARM's A15. The A7 goes the other way, it actually *reduces* performance and power.

      Then there are design/process improvements made by the foundries/licensees, for example TI's 4470:

      "For starters, the 4470 is rated at a CPU speed of 1.8GHz, 20% faster than the 4460 (which TI originally announced as the 4440 but later renamed the 4460 in typically capricious fashion). TI’s circuit designers have spent the past six months hammering on critical speed paths in the Cortex-A9 CPU to shave off a few dozen picoseconds here and there from the already reoptimized 4460 layout. These guys must be good, as this speed is attained in the same TI-defined 45nm LP process that the other OMAP4 products use."

      http://www.linleygroup.com/newsletters/newsletter_detail.php?num=4724

      Other ARM ISA designs may take a different tack, and in which case your statement is correct. Nvidia have suggested that their Denver core will have high single thread performance in which case they will use more transistors and thus power in their design.
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      I can't wait to see actual product comparisons in the near future.
      -----

      Neither can I:) In the meantime if you want your benchmark fix there is always Geekbench:

      http://browse.geekbench.ca/geekbench2/search?utf8=%E2%9C%93&q=Android

      http://browse.geekbench.ca/geekbench2/search?utf8=%E2%9C%93&q=Atom

    • AMD has been a looser in the market and never been a leader in their field. So don't think is because AMD bought a seaweed is going to make ARM go bankrupt.
      Anyway I don't own ARM but will buy it goes below $22

    • gregory.lynn@rocketmail.com gregory.lynn Mar 5, 2012 3:36 PM Flag

      ARMH is down because it is overpriced, with a P/E of 67 huge growth is implied in the PPS.

      Now there is good reason to doubt that huge growth will be possible, with Intel looking to dominate mobile, while eliminating the ARM low power advantage.

      I predict Fisher Price will be ARMH's biggest customer in 2015.

    • ARM is down because investor are realizing that low-power, low-space, low-cost servers can be built without ARM processors. SeaMicro has showed that such servers can be built with x86 processors also.

      ARM was never meant for PCs and servers. Now with smartphones and tablets becoming more like PCs, ARM will be out of those soon.

 
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