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Intel Corporation Message Board

  • sujit_98 sujit_98 Mar 22, 2013 1:12 PM Flag

    ARM's new CEO: You'll get no 'glorious new strategy' from me Past performance no guarantee of future success, though

    Article in The Register

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    • "Now, ARM’s eyeing up mobile computing – the plan is for more than half of all tablets, mini-notebooks and other mobile PCs sold in 2015 to use ARM."

      [Yeah, this strategy is currently being re-considered based on the RT disaster...]

      "when East announced his surprise retirement on Tuesday."

      [Yet the ARM fanbois tell me that the retirement was well-planned and orchestrated. Hmmm, wonder why the British press thinks it was a surprise? LOL]

      "Segars has even gone as far to claim his ideas are actually already being rolled out in the company’s roadmap."

      [Um, would that be the roadmap with the bridge out after 20nm production? It must have been his idea for ARM to stay at 28nm forever...]

      "But what if East and the ARM board saw something nobody else did?"

      [Yeah, like the end of the ARM era...]

    • irrelevant.... ARMH is a rubber stamp...
      their customers do the heavy lifting and will keep ARMH growing...

      • 1 Reply to getanid61
      • "irrelevant.... ARMH is a rubber stamp... their customers do the heavy lifting and will keep ARMH growing..."

        [The issue isn't whether ARM will grow - it's whether ARM will continue to grow at the fantastic rate needed to support the incredibly high P/E ratio. Having dumped your position, it's easy to see where you stand on this issue...]

 
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