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BMO is reacting to yesterday's H-P (HPQ) server announcement by downgrading Intel (INTC), and...

BMO is reacting to yesterday's H-P (HPQ) server announcement by downgrading Intel (INTC), and upgrading ARM (ARMH). While noting "volume shipments" of ARM-based server chips will take time, the firm thinks "ARM is now a viable competitor" in the market. BMO also sees much potential for ARM in the set-top box chip market, where rival MIPS has historically been dominant.
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Comments (2)
  • Swass
    , contributor
    Comments (419) | Send Message
    The new 64-bit ARM architecture will be a good start, but don't look for this to compete with x86_64 based architecture anytime soon in the core infrastructure. You could find less demanding purposes for it, such as with some web environments, or as supporting roles in network/server infrastructure where Intel/AMD may be overkill. Certainly in less demanding PC roles ARM could hold an advantage over the x86_64 architecture, as Windows 8 will support it. But again, this would likely be limited to areas, such as maybe a call center or data entry, where demanding applications are not used. Also, keep in mind that any application on Windows 8, where installed on ARM, will require that it be compiled specifically for that. Application support for it may not come quickly.
    2 Nov 2011, 08:53 PM Reply Like
  • Nettligent
    , contributor
    Comments (1360) | Send Message
    AMD should buy ARM Holding and support them all the way with their strength without interrupt current business model. AMD missed opportunities many times. It is never too late. Last call.
    ARM Holding prepares for the wars ahead in 2012 and beyond. You have got to love competition.
    3 Nov 2011, 12:18 PM Reply Like
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