Apple Strength Will Compel ARM to Trim its Sails
August 4, 2011
ARM's move into the broad Tablet and PC space is based on lining up as many partners as possible to attack Intel from multiple angles. It’s a strategy not so different from what Intel employed in the early PC days. However, the strategy is unraveling as Apple and Samsung have reached market share domination without ARM’s merchant partners. The end game is still playing out as partnerships and alliances continue to form. The long term impact on ARM will be slowing revenue and earnings growth if it plays along the lines that I think.
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