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memxprt
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re: ARM Q2 continues climb in sales and profits
memxprt   7/26/2012 5:54:26 PM
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You gotta dive into the numbers a little deeper! PD = Processor Div PIPD = Physical IP Div (Artisan) DevSys = Development Systems PD Licensing up 15% PD Royalty up 14% PIPD Licensing Down 6% PIPD Royalty up 25% DevSys down 4% Services up 6% Effectively Processor is the only Div that is doing healthy. Physical IP Div continue to suffer from low Licensing, but saves the day with uptick in royalty. DevSys is also showing smaller sales as well.

KB3001
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re: ARM Q2 continues climb in sales and profits
KB3001   7/25/2012 1:02:55 PM
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Extremely difficult due to the strength and depth of ARM's ecosystem. Moreover, ARM royalties are quite low (which adds to their strength) but also means there is a lot of money to be made in the higher steps of the value chain.

eewiz
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re: ARM Q2 continues climb in sales and profits
eewiz   7/25/2012 12:02:54 PM
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Good times for ARM. My question is, Will it be ever possible for a startup to beat ARM in its own game? Intel has been trying forever with no luck!



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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