The Imagination Tragedy
When the smartphone revolution hit, shares of ARM Holdings (NASDAQ:ARMH) began a meteoric rise, delivering investors a 10-bagger from the 2009-lows and putting an end to 10 years of side-ways trading within a relatively narrow range. For the first time since the Microsoft (NASDAQ:MSFT) and Intel (NASDAQ:INTC) monopoly established their seemingly impenetrable stronghold in the client computing world, a new microprocessor instruction set architecture had, from the bottom-up, disrupted Intel's X86 stronghold and opened the floodgates to competition that had not been seen in decades.
Processor IP from ARM Holdings powered the Apple (NASDAQ:AAPL) iPhone, which helped to drive ubiquity of this instruction set architecture. Along with ARM's processor...
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