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Yaron Ron Reuven  

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  • Intel Inside The Apple iPad? It Makes Sense! [View article]
    Arm mgmt knows its mobile dominance days are numbered, hence the reason why embedded ip business skyrocketed to 50% of business in last quarter.
    Dec 1, 2012. 08:02 PM | Likes Like |Link to Comment
  • How Apple Could Build The Dominant Computing Platform [View article]
    The $17 price you quoted as a comp to x86 is not a fair comparison. Remember ARM does not manufacture anything as that is done by TSM or Samsung which also send a bill. ARM gets royalty and licensing fees that are very low 1-1.2% avg)
    Nov 15, 2012. 03:36 PM | 1 Like Like |Link to Comment
  • Apple's A6 Is A Custom Design: What Does This Mean For Investors? [View article]
    Ashraf,
    You also forgot to note that since more customization is being done by AAPL than ARMH, apple will end up improving margins while ARMH will suffer lower margins. It's also interesting that ARMH lowered their earnings guidance, blaming the EU situation, since the further customization by AAPL and others could be the real cause.
    Sep 18, 2012. 03:52 AM | Likes Like |Link to Comment
  • The iPortfolio: Stocks That Live Off Apple's Glow [View article]
    Since when does it make sense to pay 13 billion for a company that generates 500 million in sales ( not even profits)?
    Jul 28, 2011. 04:58 AM | 1 Like Like |Link to Comment
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