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kalidas

kalidas
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  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    Factually incorrect. Apple modified it heavily but will have to pay ARM nevertheless.

    Where is your fact backed case Ashraf? Let's see the authentic link....
    Dec 4 04:47 PM | 2 Likes Like |Link to Comment
  • ARM Holdings: Buyout Rumor Fuels Lucrative Short Opportunity [View article]
    ARM has a different model. It has no peers. What the market believes in is that ARM is going to dominate smartphone and tablet industry in near future. And that industry has "explosive" growth. ARM's next-gen architectures have better royalties than current ones. Combine explosive growth with market dominance - and there are valuations like ARM's. ARM has no competition - and everybody in the developed world owns at least two to three ARM-based processors. Even children have their tablets now. Don't be surprised if ARM profits double every quarter.
    Hence the valuation. There is no alternative. It's the monopoly premium + explosive demand premium. ARM is still cheap.
    So far as manufacturers are concerned, they are happy to pay ARM 20 cents instead of 5 cents because it's still a far better deal for them than Intel getting stronger. ARM is here to stay. With ARM-powered cloud servers hitting market - if they manage to deliver the performance and value - sad as it may be - Intel can become history. Server manufacturers love these chips because they are really really cheap owing to large number of companies making them and competing. Intel sells processors $50 each - and much more at times. Compare that with $7 ARM-based ones. Intel will go bankrupt trying to compete with that price. It may actually go bankrupt even if it doesn't. Speaking of that, Intel are in a more difficult spot than the market perceives. Intel desperately need their 14nm act working - and when that works - that's just a hope, not a certainty. Hence ARM. Not sure if ARM will be trading at GBX2000 in 2015 but it can surely be at GBX1400 before 2014
    Nov 29 02:20 AM | 3 Likes Like |Link to Comment
  • 65 Times Forward Earnings for Arm Holdings? 'No Problemo,' Says Goldman Sachs [View article]
    If you looks at the ARM portfolio now - with the A50 series and 64 bit architectures getting licensed, it's clear ARM has a solid revenue pipeline. What's also known is that ARM is definitely going to make more than the current 4-5 cents a chip.

    But most people miss something that ARM and other (the smart) investors know well.

    The worldwide tablet and smartphone sales are massively underestimated.

    Most analysts think premium tablets are a 50% segment. They are wrong. Premium tablets (apple/samsung/asus/ki... are less than 15%

    There are all kinds of cheap tablets in the market, starting $35.

    And all of those devices have ARM inside. ARM will continue to beat analyst estimates because of one simple reason: Nobody really knows how many of those processors are going to be manufactured in a quarter because tablets are everywhere - to the point where counting them is not possible. Tablets are getting manufactured at places, by companies, that nobody has heard of. They are somewhat like PC sales - only Intel had somewhat of an estimate of the market - because in countries like India and China, hardly anyone buys PC from Compaq, HP, or any other established player. People just buy what works. And when it comes to tablets and smartphones, it can only have ARM inside.
    Nov 28 12:57 PM | Likes Like |Link to Comment
  • Why Microsoft and Oracle Are Safer Long-Term Bets Than Google and SAP [View article]
    Agreed Microsoft and Oracle and safe bets, but they are not "safer than Google". As browser becomes the center of the computing and internet and connectedness matter the most, Google holds an edge. Google, Microsoft, Oracle all carry different risks.

    I would consider Oracle more "stable" if I have to take a pick.
    Nov 5 12:08 PM | Likes Like |Link to Comment
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