ARM Holdings (Advanced RISC Machines) plc. Message Board

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Technology Stocks : ARM Holdings (Advanced RISC Machines) plc.

ARMH 67.77

0.0%

Sep 6 5:00 PM EST

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To: James Connolly who wrote (149)	6/11/1999 8:30:00 PM
From: Johnny Canuck	Read Replies (1) of 912

Wouldn't this hurt this stock in the long term as other companies would have to migrate to other cores for their processors . Ericsson competes against MOT, NOKA, NT, LU etc... MOT is a ARMHY licensee. I can't remember if the others are licensees or not. A company like MOT will not buy from the enemy for long. I can believe it is in the interest of any company to be supplied with a critical component from a company who is one of your main competitor. They would be better off being bought by NSM ,AMD or even INTC.

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