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Intel Corporation Message Board

  • ashraf.eassa ashraf.eassa May 9, 2013 5:58 PM Flag



    Keep up the good work you do here. I know you're criticized a lot for pointing out the ARM bubble, but it really is relevant as ARM's future success is predicated on Intel failure/market share loss.

    BTW, did you see RAX today? That's what I think ARM will be doing by the end of 2013.

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    • Thank you. Yes I saw the article:

      Overheated Expectations Send Rackspace Investors To The Torture Chamber

      Wonder if there is room in there for all of the excessively exuberant ARM investors?

    • Ashraf,
      I enjoy your articles and posts (actually I like Wallis' posts too), but I must say I can see a scenario in which INTC and ARMH are both successful long term. It seems to me there is enough future growth (especially in Asia) in smartphones, tabs, and servers, that both could prosper. On the other hand, and I think to your point, it seems the PE ratio for ARMH has gotten a bit ridiculous. They are priced for perfection.

      Another big growth driver could be IoT (internet of things) devices. The potential for IoT growth seems pretty staggering. Even though I am an INTC fanboy, I think ARM got the jump in this arena.

      • 1 Reply to tljarvis1968
      • ARM is a good company with smart and dedicated employees. But it's not projected to do well - it's projected to do incredibly well beyond any comprehension.It's this valuation that I take exception to.

        Trying to get your mind around a P/E of over 80 is like trying to imagine what a billion dollars looks like. Actually it's like trying to imagine what 23 billion dollars looks like because that's their market cap.

        They need to be doubling earnings every year to deserve that kind of valuation. It's not going to happen...

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