Seeking Alpha
  • Valuable Insights
    $AMCC keeps ripping - wonder if there will be an announcement with $ARMH or others at Open Compute Conference next week http://bit.ly/SkBJEh
    1/9/13
    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.
      1/9/13
    • 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
      1/9/13