Seeking Alpha
  • Valuable Insights
    $AMCC keeps ripping - wonder if there will be an announcement with $ARMH or others at Open Compute Conference next week
    Reply (2)
    • Ashraf Eassa: I wonder when they'll get their 28nm silicon out. 40nm iteration likely DOA for anything but niche, low cost markets.
    • Valuable Insights: Not the feedback I'm hearing. Incidentally, am curious if you know of deals, partnerships, etc., where ARM has failed in the last 2 years
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