ARM stock grows to overweight, gets Morgan Stanley's "Best Idea"
Price elasticity in semiconductors, launch of new form factors such as smartphones and tablets, and increased demand from emerging markets for tech have been the main drivers of upside in the past five years. Assuming this innovative trend continues in the next five years, we can see a bull case scenario of 37 pence EPS for ARM in 2016,” Meunier said.
1. Accent (Posts: 3; Member since: 08 Mar 2012)
History repeats itself. No one can stop Intel.
Remember, Intel's single core processor beats all the dual core processors including the ones on Samsung Galaxy Nexus and Galaxy S2. Check the benchmarks.
2. cepcamba (Posts: 717; Member since: 27 Feb 2012)
Agree. Intel's expertise can't just be put aside. I'm actually seeing Intel becoming a major mobile chip manufacturer in the next 3-5 years. The next 1-2 years will be their show time era, where they prove the quality of their initial offerings.
3. medicci37 (Posts: 627; Member since: 19 Nov 2011)
Right now, Intel can't compete with arm on mobile devices. They are paying the price for not taking mobile computing seriously.
4. cepcamba (Posts: 717; Member since: 27 Feb 2012)
Have to agree. They put more effort in developing supercomputers. Of course those are useful for big companies, but not homes and common people. Mobile devices are the PCs of the future.