Lucky. I am restricted from trading ARMH until Monday. Guess I'll have to just let this one go (unless the stock stays elevated on Monday).
I don't doubt that, and I largely agree with you that the "rubber stamp" business model is a great one. I like ARM the company, but I don't like ARM the stock at $50.
The FBR Capital upgrade in which they hyped micro-servers didn't work, so Bloomberg was hired to spread this. Connect the dots.
Once I get the green-light from TMF (which has a trading/disclosure policy) to go short ARMH, I plan to do so.
Yeah, that's why Samsung uses Qualcomm's chips on a massive scale in its smartphones and just inked a deal to use millions of Broadcom chips.
Vertical integration is only good if you can do it better. Google probably can't do better server chips than Intel.
Their hands are tied behind their backs so even if they knew it was BS, they couldn't come out and say it.
But I don't work for Intel nor am I affiliated with Intel, so I can call Bloomberg out as I please.
Watch out...according to Bloomberg, GOOG will be making SSDs at half of Intel's price but with twice the margins.
Really. My anonymous source told me.
I will make the VERY rare exception and post one of my articles here.
The rebuttal to Bloomberg's "rumor"
Intel PR won't do anything because their hands are tied behind their backs. But, despite the fact that many of you routinely criticize me for being so public/vocal, this is a situation when I can be useful. I can't save the share price from these lies and half-truths, but I sure as hell can help keep my followers/readers from hitting the panic button just yet.
Go to Google's job site and tell me how many job openings there are for SoC designers, hardware validation engineers, DSP engineers, and so on?
That'll tell you everything you need to know. Now, excuse me, I've got some writing to do.
This is complete nonsense. Intel is more than happy to do custom chips for GOOG - literally no need for GOOG to do its own only to have it built on an inferior process and built by far less experienced teams.
This is 100% a hackjob. This is an example of manipulation by some sleazy fund.