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Intel Corporation Message Board

  • getanid16 getanid16 Sep 28, 2012 2:44 PM Flag

    ARMH gives up on advancing Technology, uses cheap cookie cutter Technology

     

    ARM Holdings plc (NASDAQ:ARMH) pushes Moore’s Law to the side, and it is playing in cheap, widespread technology not needing to be compatible with legacy support for older PC platforms. This reduces end costs without engaging large semiconductor companies like Intel Corporation (NASDAQ:INTC) in the wars for the development of larger and more sophisticated fabs, according to Hans Mosesmann, Managing Director, Equity Research, at Raymond James & Associates, Inc.

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    • This reduces end costs without engaging large semiconductor companies like Intel Corporation (NASDAQ:INTC) in the wars for the development of larger and more sophisticated fabs, according to Hans Mosesmann, Managing Director, Equity Research, at Raymond James & Associates, Inc.

      Majority of "chip" analysts don't comprehend the manufacturing aspect.
      Hans still lives in LaLa land of cheap ARM SoCs - these days ar over - fenito - basta.-
      Whens did Hans check TSMC capex the last time?
      The guy can't be more wrong!
      All the ARM chip analysts are clueless about increasing ARM manufacturing cost.
      20nm litho cost = 1.7 x of 28nm
      Remember Getanid61 telling everybody TriGate was strictly optimized/useful for CPU architecture ....they all follow Intel don't they.

    • Goes to show you that given enough time: even a blind pig can find an acorn. hope he now figures out what to do with it.

    • Wow. Will the analysts be able to put 2 and 2 together now? ARMH is chasing volume, not quality.

 
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