Seeking Alpha

ARM-based (ARMH) Windows RT (MSFT) tablets will cost $200-$300 less than Intel/AMD-based Windows...

ARM-based (ARMH) Windows RT (MSFT) tablets will cost $200-$300 less than Intel/AMD-based Windows 8 Pro tablets, predicts Lenovo's (LNVGY.PK) North American chief, while adding he expects the latter to go for $600-$700. Such a pricing edge would leave RT systems, which don't support existing Windows software, on much better competitive footing relative to the iPad and Android tablets than Pro systems. A recently-announced Lenovo Pro tablet was well-received. ($199 Surface RT rumor)
Comments (1)
  • Yaron Ron Reuven
    , contributor
    Comments (458) | Send Message
     
    If Lenovo sells 1 Billion tablets (10x the amount of Ipads sold), ARMH will make between 35 to 75 million in "revenues". In so many words, all of the growth Arm will ever have will not justify today's $13 Billion valuation.
    17 Aug 2012, 02:12 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|