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abraxalito
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re: ARM to continue tablet domination into 2013
abraxalito   10/27/2011 2:04:27 PM
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Yeah they have the chance but merely market share isn't attractive enough to Intel. They'd be wanting margin. Rick Merritt in another recent article is spot on - Intel lacks humility. The flip side of this lack of humility is greed. Intel won't accept ARM's lower margins. ARM's CEO is on record as saying 'we're happy to take a small slice of a very big pie'. Intel however in its hubris wants the lion's share of the pie to itself.

abraxalito
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re: ARM to continue tablet domination into 2013
abraxalito   10/27/2011 1:51:57 PM
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A hostile take-over could only work if ARM shareholders were a greedy bunch. They'd not be holding ARM shares now if they were as ARM is a long-term player aiming at sustainable growth. ARM employees would almost certainly leave in their droves to set up another outfit if they found they'd been gobbled up by Intel or Apple. (Just a couple more reasons beyond government prohibitions why this wouldn't happen.)

SylvieBarak
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re: ARM to continue tablet domination into 2013
SylvieBarak   10/26/2011 6:02:07 PM
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Apple actually helped found ARM, actually, Chipmonk. The company was founded as Advanced RISC Machines, ARM, which was a joint venture between Acorn Computers, Apple Computer (now Apple Inc.) and VLSI Technology. And Intel used to have an ARM license if I'm not mistaken... ARM is doing well financially, so I don't see any reason why a hostile takeover of any kind would be a) allowed b) warranted. Plus, the antitrust lawyers would have a field day if anyone took over ARM and stopped others licensing its IP. It would cripple the industry and be completely anti competitive. So, no, there is no chance.

chipmonk0
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re: ARM to continue tablet domination into 2013
chipmonk0   10/26/2011 4:40:33 PM
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Both ARM ( UK ) and IMEC ( Belgium ) are government subsidized outfits that have become thorns on the side of both Intel and Apple. Any chance then that the US giants with over a 100 billion in the bank would consider a hostile takeover of these 2 Euro twits so as to shut down the copycats ?

SylvieBarak
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re: ARM to continue tablet domination into 2013
SylvieBarak   10/26/2011 6:21:52 AM
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Never underestimate Intel. Intel has a lot of resources and a lot of partners. I don't think they'll take over the space any time soon, but do they have a chance to grab some market share? Yes, yes they do!

GREAT-Terry
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CEO
re: ARM to continue tablet domination into 2013
GREAT-Terry   10/26/2011 5:25:31 AM
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Will the x86 really can gain a share like the forecast? ARM is not sitting here to wait for the x86 troop to come. They are now having the big-small dog idea that may help a lot in the important area - battery run time. So, I don't see there is a chance for the x86 to jump in even though Intel has invested so much on it. It turns out that they will be even more frustrated after finding that they even can't see good enough return years by years! I wonder if the investment scale on x86 will be shrunk even further as time goes by.

t.alex
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re: ARM to continue tablet domination into 2013
t.alex   10/25/2011 11:10:54 PM
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Based on the chart, until now, we practically has zero tablets ith x86 inside. How confident next year there will be some?

wilber_xbox
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re: ARM to continue tablet domination into 2013
wilber_xbox   10/25/2011 6:19:59 PM
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Tablet and netbook collided years ago with the launch of iPad but i am skeptical about the collision course between tablet and notebook. Right now both are mostly completely different segments but actually tablet is subset of notebook. Maybe in near future, with cloud computing cheap and tablet having upper hand we can also see demise of notebook.

wilber_xbox
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re: ARM to continue tablet domination into 2013
wilber_xbox   10/25/2011 6:15:10 PM
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i think your points are very valid. Consumer landscape can change in 2-3 years in today's time. Its not about performance anymore. We all want better battery life, niche technology and apps running too.

chanj0
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CEO
re: ARM to continue tablet domination into 2013
chanj0   10/25/2011 5:55:31 PM
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Tablet seems like the future of computing. Today's tablet looks more like an ebook and gaming device than a true computer because of its limited functionality. Nonetheless, one of the biggest market is senior person; while the other is kid. Both of them demand fast learning curve and maximum benefit. Given everything equal, ARM will surely maintain its momentum for a while. What if Intel has a breakthrough in power consumption? What if battery technology improved so much that today's x86 laptop can last for 8 hours with 1 charge? What if the color eInk is replacing LCD which provides a good energy saving?

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