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Intel Corporation Message Board

  • wallisweaver wallisweaver Feb 3, 2013 3:43 PM Flag

    Will This Be the Week that Wall Street Discovers ARMs Bubble Trouble?

    The question is, as ignorant as Wall Street is about technology and especially fabrication, how long can Wall Street fail to notice the "Bridge Out" sign on ARMs fabrication roadmap.

    Could this be the week that Wall Street says, "Holy moly, would you look at that - I never noticed that before!!!"

    And how long can ARM and Apple diverge before Wall Street concludes, "Hmmmm, there's something wrong with this picture..."

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • So far analysts assume Apple's loss is Samsung's gain and an ARM CPU is still used. That will cease to be true as x86 smartphones, tablets and convertibles increase in popularity. By mid-year the results of Intel's efforts should be so obvious even an analyst should see it.

      • 1 Reply to merlot_1
      • "By mid-year the results of Intel's efforts should be so obvious even an analyst should see it."

        [Right on!!!LOL]

        [And we must remember that ARM has to consistently ramp their revenues big time to keep that huge P/E. They can't afford for any of their major customers to be tapering off by even a tiny bit. Like Apple seems to be doing...]

        Sentiment: Strong Buy

 
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