Quick take on iSuppli/ARM: If accurate, iSuppli's forecast translates into billions in lost...

|By:, SA News Editor

Quick take on iSuppli/ARM: If accurate, iSuppli's forecast translates into billions in lost revenues for Intel (INTC) and AMD. However, it presents a huge opportunity for Nvidia (NVDA) and Qualcomm (QCOM), who are developing ARM chips for the PC market. The opportunity becomes larger if Apple (AAPL) and others use ARM chips in high-end notebooks, due to their low power consumption.