Intel Corporation Message Board

Fine pompous shill, we got your message for the umpteenth time. Why don't you diversify? Go to the ARMH message board and bash the stock there, and for the first time in your pathetic prognostication history assign a "strong sell" sentiment to ARMH.

Ashraf' writes well but his articles are riddled with inconsistencies and errors. In this latest one he confuses royalty and licence revenues and thinks ARM 64 bit is just an ISA extension. He also skips over important changes in the IP world, such as the (sad) demise of MIPS, ARM's main competitor in the CPU IP space. The end of MIPS happened with the rise of the ARM's share price over the last few months (which is a better argument than his East speaks view). MIPS also gives us an idea of what ARM's IP assets are worth (it's patents) and more importantly it's sped up the adoption of the new ARM 64 ISA with architecture licences from key MIPS customers, Broadcom and Cavium. He also skips over other important aspects of ARM's business such as the physical IP business (Artisan) and what this means for the future.

I may share his ARM 'overvalued' view, but the reality is that the bulk of his arguments are flawed.

OMG, didn't know you could sink so low. Now you are pumping Ashraf's Seeking Alpha articles. Anybody else watching Wally's complete and utter implosion over the last 2 years?????