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Intel Corporation Message Board

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  • intc_inside intc_inside Sep 17, 2012 5:15 PM Flag

    Single core Intel Medfield chips are still measuring up to competing dual cores ARM

    Part of an article written today, LOL....

    Could it happen to ARM?
    ARM has been riding high on the smartphone boom for the last three years -- and I suspect that growth will continue for a little longer. But think back to the 1990s and the rapid growth of the PC market. Intel shares rose in value by about 20 times during the 1990s -- yet today they trade at much the same level they did in late 1999.

    My suspicion is that something similar will happen with ARM. At some point, its technology will mature and something else will take its place, leaving ARM to become a more typical large-cap share, delivering profits, dividends and moderate growth.

    The problem is that this transition could be painful for ARM's shareholders, as it is likely to involve a substantial re-rating of its share price to more normal levels -- perhaps less than 20 times earnings. Intel today trades at a P/E of just 9.9.

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