Though ARM-based (ARMH) CPUs will take share from Intel (INTC) in the notebook and server...
Thursday, May 31, 2012, 6:34 PM ETThough ARM-based (ARMH) CPUs will take share from Intel (INTC) in the notebook and server markets, and Intel will return the favor in mobile devices, the net impact on Intel's bottom line won't be significant, argues Evercore's Patrick Wang, who maintains an Equal-weight rating. A 5% market share change in the tablet, smartphone, and low-end notebook markets affects Intel's EPS by less than 1%, Wang estimates. Thus, Intel's main challenge is price erosion, not share losses to ARM.
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