Thank you once again for these opportunities to focus on:
1.) ARM's growing fabrication crisis.
2.) ARM's fabrication road map which ends at 22nm.
3.) ARM's need to implement EUV and 450mm Wafers at the same time they implement 14nm, which will add years to the process.
4.) ARM's margin problems as ASPs on low end tablets continue to decline.
5.) The likely decline of the tablet frenzy in 2012.
6.) The cannibalization of tablets by Ultrabooks.
7.) The zero projected earnings growth of ARM in Q4.
8.) The lowered prospects for ARM in 2012.
9.) ARM's capacity problems in 2012 should increased demand start to materialize.
10.) The broken nature of the fabless ARM approach.
11.) The extremely limited number of state-of-the-art foundries available to ARM shops.
12.) The inability of ARM foundries to match Intel's "every eight quarter" fabrication cycle.
13.) The struggles of ARM foundries with production yields and ramps as die sizes decrease.
14.) The struggles of ARM foundries to be able to afford the monstrous costs of new fabs.
15.) Intel's outperformance of ARMs stock price over the last three months, even with the revenue warning.
You help in focusing on these issues has certainly given investors a lot to think about. It's greatly appreciated...
Hmmm, well ARM management in the last earnings conference call expected no sales or earnings growth in Q4 with only backlog enabling them to put up decent numbers.
Of course, maybe they don't know what they are talking about.LOL
It looks like the earnings release is on Jan 31st. The consensus estimate is 10 to 15 cents this quarter depending on source of the results.
You are expecting a 3x to 4x beat of the consensus earnings??? ARMH made 44 cents all of 2010. If you are right, ARMH will react strongly.
Where do you expect the extra 30 cents per share of earnings to come from? Can you show your analysis or is your number just a guess?
'You are such an idiot. Do you think that those fighters trained all of that time??? Even when they fought they didn't train the whole time. '
LOL, if you say so. Your ignorance is so incredibly overwhelming it is unbelievable. You have to do some sort of training all the time even if less intense otherwise you lose the hard won conditioning of your muscles and body which you would know if you actually knew anything about the subject rather than just spout your verbal diarrhea as facts lol.
'You're getting verbally b-slapped all over the ring anyway.'
I suppose in the fantasy world you inhabit it would seem that way ;-). The fact is you have just broadcasted your incredible ignorance of the semiconductor industry to an even greater audience and you are too dumb to realize it lol. I am having way too much fun playing with your pea-brain to stop now lol ;-).
You are such an idiot. Do you think that those fighters trained all of that time??? Even when they fought they didn't train the whole time.
And these are professional fighters. You're now claiming to be a professional fighter???
You just keep getting further and further into the tar pit, Brer Fanboi. Once you start the lie it's hard to get out, isn't it?
By the way, I've already started to move the discussion to the ARM boards. So you can stop posting here any time you want. You're getting verbally b-slapped all over the ring anyway. You'd better stop getting punched in the head in the real world if you want to hold your own in the virtual one...
It may have sounded like losing my cool to you but I was just calmly stating the facts about your intellect, or lack thereof ;-).
'No one in the history of the sport had 30 years of training.'
Once again you are just making up BS, this time about another subject you know squat about which is quite a habit I see lol ...
Larry Holmes ...
first amateur fight 1969
first professional fight 1973
last professional fight 2002
Jack Johnson ...
first professional fight 1897
last professional fight 1938
last exhibition 1945