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ARM Holdings plc Message Board

  • amdsuckks amdsuckks May 12, 2013 3:10 AM Flag

    Silvermont processors--time to short ARMH!

    Silvermont processors--the end for Armh as you know it.

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    • ARMH wins on business model. It is not technology. INTC focuses on R&D to make new chips would go nowhere other than burns out cash.

      Different CPU makers license ARM core to design their own CPU. With the same core, differentiation is limited thus mobile device makers enjoy multiple suppliers and price war of suppliers. Can INTC sell CPU at these prices while maintain its traditional margin - I see the chance near ZERO. If INTC cuts margin, it earns less thus still no good for stocks.

      In my humble view, INTC's huge overhead actually works against it in mobile CPU war. Furthermore, Android basically targets ARM chip. Some software needs to "Port" to run on devices with INTC CPU. ARM core CPU makers use TSM, etc. foundries thus R&D cost on manufacturing are shared. As we know that traditionally, TSM is far more efficient than bureaucracy laden INTC.

      • 1 Reply to darturtle
      • The capability of a chip determines its selling price not how cheap the competition is otherwise AMD, VIA, Transmeta, Cyrix etc would have crashed Intel's profits and margins years ago. Medfield is going into a sub $200 tablet as does a Celeron in a $200 chromebook so Intel can obviously meet low price targets with their cheapest smallest least capable chips. It's obvious if you think about it too, PCs have already paid for the 32nm technology these chips are on so there is only wafer cost to consider. Intel's 22nm Silvermont Atoms will create a plus $10 per chip revenue base compared to their ARM competition purely because they have the extra capability to sell at those prices and they will get their usual 50%+ gross margins in a brand new market. ARM licensees are already involved in price wars e.g. Qualcomm ARM A7 vs Chinese ARM A7, so Intel will just float above them and let them get on with it.

    • Apparently institutional investors, you know, the ones who buy most shares and move prices up and down, weren't too convinced since INTC went up 1.5% last week and ARMH up 2% during the same period. Go ahead and short it, NFLX, LNKD, AMZN, CMG, go ahead. Ooops, you lose again.

    • armh is roadkill

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