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ARM Holdings plc Message Board

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  • khitchdee khitchdee Dec 18, 2012 8:25 AM Flag

    How I justify the high P/E

    Intel tried over the last six years to catch up with ARM on low power, but failed. That's not such a big deal of its own. The bigger deal is the fact that consumers are starting to gravitate towards battery operated mobile devices for their personal information needs. That favors the low power end of the design space that ARM has a Nelson's grip on and discards the high-power end that is used more in desktops that Intel has been pushing for a long time. This shift in demand from consumers spells real trouble for Intel in the long run. It's likely the first major casualty of ARMs sustained march towards low power excellence.

 
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