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ARM (ARMH +3.2%) gets a boost from Bernstein's Pierre Ferragu, who raises his rating on the...

  • Thursday, May 10, 2012, 10:24 AM ET
    ARM (ARMH +3.2%) gets a boost from Bernstein's Pierre Ferragu, who raises his rating on the stock to Market Perform and asserts it is now fairly valued. Ferragu thinks ARM eventually can become a “credible alternative” to Intel (INTC) at the low-end PC and niche server markets, but is concerned about Intel's threat to ARM’s dominance in mobile phones and tablets.
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    ARM's longevity in the mobile sector, it's nimble status as a player that not only possesses excellent technology, but derives revenue from licensing agreements and is not bogged down with the high capital expenditure and fabrication lead time of Intel, gives it a immediate edge and continued improvements in design should continue to plague a less foot loose elephant that can't fit into a nice set of pumps.
    10 May 2012, 11:13 AM Reply Like
  •  
    Agreed, but INTC has targeted it and has huge R&D pockets. It's going to be a real dogfight in 2013. "asserts it is now fairly valued." doesn't sound like a glowing endorsement though. Rather see someone say undervalued of course.
    10 May 2012, 12:25 PM Reply Like
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