and some "advise" to new CEO....
We continue to believe Intel needs to license ARMH and focus on becoming a direct-to-OEM foundry.
Gus Richard, Piper Jaffray: Rates Intel shares Neutral. “Krzanich has been rumored to be the lead candidate for some time. We view the selection of Mr. Krzanich as the company staying the course and not a positive development. In the post PC era, the company needs to transform the company and culture to adapt to a changing landscape. We continue to believe Intel needs to license ARMH and focus on becoming a direct-to-OEM foundry. Promoting the COO is doubling down on the manufacturing roadmap and does not address the issues the company is facing. We believe the market will view this announcement as a disappointing development. Maintain Neutral.”
Do these guys not know that Intel already licenses ARM and it one of the TOP 10 ARM vendors.
I make no defense of the list which is actually 15 entries long, but even if it is just Nomura's opinion it is an interesting talking point.
And it is what Nomura is telling potential investors in ARM Holdings plc in a 53-page note to clients that re-assesses Nomura's long-term view of ARM as a potential investment. Nomura attributes the customer ranking to "Bloomberg data as of Nov 3, 2011," without much further discussion, except to say that ARM's customer base is broad and the company is not dependent on just a few customers.
Here's that Nomura/Bloomberg list in full, ranked by percentage contribution to ARM's revenue in 2010.