% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • wallisweaver wallisweaver Nov 20, 2011 9:40 PM Flag

    Fabrication Primer for Fanbois-Part I

    It doesn't matter how many cores ARM shipped last quarter.

    ARM's revenues have to keep headed up at an incredible rate in order to continue to justify that HUGE P/E ratio.

    There's just no way they can do that with only shipping 10 percent 28nm processors at the end of 2012 and then having more delays on 20nm and then having no plan to move to 14nm.

    They can't just continue at the same revenue level. Otherwise that P/E is going to come crashing down and the stock price along with it.

    This "ARM has some really big numbers" argument is baffling to me. We all know this. And most of us know those numbers have to grow explosively.

    I'm starting to detect some real panic in you ARM fanbois over this issue. If you were smart you would have just kept it quiet and low-balled it. With your 50 posts a day, all you have done is brought extra attention to ARM's fabrication problems. And now the word is getting out...

32.47-0.4000(-1.22%)Apr 17 4:00 PMEDT