ARM Holdings (Advanced RISC Machines) plc. Message Board

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

ARMH 72.92

-2.4%

Oct 30 3:56 PM EDT

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To: Neil H who wrote (882)	3/10/2011 10:52:25 AM
From: engineer	of 912

I am interested to find if anyone on this thread has done any projected estimates of earnings, royalty growth, and market share for ARMH over time? I see a few things as issues and concerns. their net royalty is fairly LOW as compared to the net revenue others get on the devices they integrate into. Is this enough to keep them in the cat birds seat longer term for building new cores and services? How does this revenue growth track to the projected R&D spending or needed R&D spending? If companies like Qualcomm make a derivitive from the basic core, but do not send this back to ARMH for general licensing, then how do they control the diversity in the market long term between the people who build a core from the "off the shelf" offering and the internal derivitive cores like Snapdragon? by this I mean how can an Nvidia and others compete longer term if there exists a core wiht multiples better characteristics such as battery life or computational speeds? Will all the ARMH offerings become highly differntiated derivites such as the A5 chip on Apple? How do they navigate the future to keep the lead in the new core business while not cannibalizing their innovative customers like qualcomm? do they license back innovations from these partners? Do they have reuse rights with a delay from them? How does their A8/A9 core (or newer A15 cores) evolve and compete with variants of their own A8/A9 cores out there? What is the percentage of use rights license to architecture licenses on their customer base? Are 90% of the customers using the off the shelf stuff versus building their own? Does this board see any possiblity of a takeover of this company by some larger entity? possiblites like Intc to protect their CPU lead in the world? Others? Who would spend the $20B and how would they get a return? (Intc - probably not pass antitrust, Micrsoft - Not pass antitrust either, Qualcomm - Not the same business model??, AMD merger?) ( I started this discussion wiht the thought of looking at the stock in a critical business/technical effort to find true value, not as any recomendation or inference of actions)

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