Yes, because only Calxeda can do a scale-out fabric. Only took 'em $90M to do it. That's a tenth of what Intel pays out per quarter in dividends from its buckets of profits (after spending $2.5B/quarter on R&D).
LOL! ARM servers 4 ever! Everybody gonna be selling a $30 undifferentiated ARM server chip!!
Great post, wallis.
Uh, it's called not focusing on the right designs for the segment. You bashers are clueless.
That being said, Alex (or SA) is not guilty of libel. The only thing wrong here is that some people will actually read Alex's article and think it makes any sense.
The SEC has been better lately. When I went public with my short thesis on Biozoom (seekingalphaDOTcom/article/1511922-a-234-million-company-worth-0-short-biozoom) and exposed it as a pump & dump fraud, the SEC actually stepped in a couple of days later and halted trading.
I was very happy to see that
It very much is a zero sum game. 53% of the smartphone apps processor market is owned by Qualcomm, 11% by MediaTek, then 21% by everybody else.
Seems pretty zero sum to me. One player owns the majority of the profits, and then you have a distant #2. Just like in the PC space.
You don't think Intel muscling its way into 40 million+ tablets is good for the competition? lol
Even if INTC loses its rear on this dead, ARMH is stripped of 40 million royalty bearing chips.
getanid61, don't be an fool. If you listened to the analyst day (which real long with any position bigger than 100 shares should), you'd have heard that the "bribes" are subsidies to help OEMs through the bill of materials (since they're sticking Bay Trails into cheap tablets).
The BoM cost on Broxton comes down by $20. Intel will also be pushing Moorefield/Merrifield and SoFIA into tablets later next year, drastically reducing the need for the "bribes".
I think there will be one last euphoric spike into earnings - think $54-$55 range. I buy puts in this case. If ARMH disappoints at all then this thing will get absolutely creamed.
Nothing grows to the sky.