What we know now is that Altera continues to be the wake-up call for Wall Street and that Wall Street continues to sleep through it. Intel's FinFET technology is a game-changer with highly superior economics to ARM's 20nm planar. I suppose that Altera will keep telling us this being joined by a chorus of other astute organizations and individuals until even hung-over, drugged, dazed and confused Wall Street finally gets it.
What we know now is that Wall Street plans to continue doubling down on their short positions until their cold, dead hands are pried off the reins of manipulation. So be it. Wall Street cannot stop the trends in place. Wall Street cannot cancel the end of the ARM era.
What we also know now is that Intel has closed the door on ARM's server hopes. Here a quote from one of Anandtech Forums:
"Avoton and Rangeley 22 nm server SoCs, the later one aimed at network devices, are multi core processors based on Silvermont Atom core, to be released by 4Q, likely around the same time as Xeon E5 v2. They either offer same performance as Centerton but in 2W power budget, or 5x that in the same 6W budget.
Denverton 14 nm Atom server SoC, to be launched in late 2014, just as Broadwell processor.
For the first time, Broadwell SoC as well! So, single chip server solution will use high performance core too.
The implication? It may become nearly impossible for ARM, traditionally weak on compute per core performance, to catch up with Intel even in micro server space."
And finally we know now that ARM's P/E ratio is in serious danger after major questions and concerns came up in their earnings conference. The stock has dropped below $40 again. Slowing growth, competition with Intel, and patent/litigation issues all came up in the conference call Q&A session. But nary a word about 20nm or 14/16nm FinFET development. Mums the word there in all ARM and ARM-related companies. No sense scaring the children.
Jeez, Wallis, don't you ever listen, or think before you type? ARM does not do fab process development, so talking about "ARM's 20nm planar" is silliness, and indicative of a complete lack of understanding the semiconductor market. That's TSMC's, UMC's, or Samsung's (to name a few) process development, not ARM's. This never-ending ARM versus Intel discussion you lead is just so much nonsense. I'll say it one more time, the real discussion is Intel versus Qualcomm, or Intel versus in-house ASIC development, like Apple does.
And this INTC pumping gets old. I was just noticing that Starbucks, a coffeehouse chain for crissake, with a market barrier to entry so low compared to Intel's you'd need a magnifying glass to see it, has a PE of 37. Why? Because people see innovation, constant evolution, new directions, and of course growth. And Intel? People see stagnation, outstanding execution of a stale ten-year-old strategy, and decline. INTC would be at $68 if it had SBUX's PE ratio. FinFETs aren't enough, Wallis.
The discussion should be Intel versus Samsung. ARM is an IP company. TSMC is a pure play foundry. Samsung and Intel are integrated device manufacturers (IDMs).
Samsung has the advantage as they are also a leading supplier of consumer electronics (systems) and their own largest semiconductor customer. Intel's process lead is negated by their manufacturing costs and inability to compete with Samsung at the systems level.
This board is a dysfunctional pump and dump station at best.