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ARM reports sales, profits up in Q2

7/27/2010 10:23 AM EDT
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eewiz
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re: ARM reports sales, profits up in Q2
eewiz   7/27/2010 1:12:31 PM
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Well business model definitely is sustainable. Obvious from the fact that ARM is profitable for many years now. ARM might not need to go head-on with INTEL, since the market of personal computing is shifting from desktop/laptop to MIDs/handhelds where ARM is the major player. It is not easy for Intel to compete with ARM in this market because of the eco-system that currently exists in this market totally favors ARM.

KB3001
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re: ARM reports sales, profits up in Q2
KB3001   7/27/2010 11:56:11 AM
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I wonder if this licensing business model is sustainable though. The high profit margins that other companies, e.g. Intel, earn give them a financial muscle which can face any threat from ARM-like companies. When is ARM finally going to compete with Intel head-on?

eewiz
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re: ARM reports sales, profits up in Q2
eewiz   7/27/2010 11:50:50 AM
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YOY 54% up in this quarter!! Amazing numbers. With the all the hyper growth that is happening in smart phones and MIDs, I believe ARM is just on the beginning of an exponential growth curve. By attacking PIC from one end and Intel from the other end, ARM is snatching away market share and expanding pretty fast. Happily support, ARM coz of the impressive and relatively inexpensive licensing model of just 1.x% per cpu.

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