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Technology Stocks : ARM Holdings (Advanced RISC Machines) plc. -- Ignore unavailable to you. Want to Upgrade?

To: Mephisto who wrote (341)	1/28/2000 2:10:00 AM
From: Sam Johnson	Read Replies (4) \| Respond to of 912

Hi folks, it's my first post on this thread. A couple of us are preparing a report on ARM to present to the Gorilla and Kings thread here on SI. It will deal with whether ARM might be a Gorilla or King candidate based on Geoffrey Moore's "The Gorilla Game". We're having a hard time locating some stats on the embedded processor industry, and on ARM's market share. Could anyone point me in the right direction? Specifically, here are some things we're looking for: --Total numbers for embedded processor sales industry-wide, and if possible also broken down into category (cell-phones, PDA's, etc.) --ARM's (and their competitors, if possible) market share, both cumulative and by the same categories mentioned above. --Growth rates, and projected growth rates, for the embedded processor industry. --ARM's revenues broken down (even roughly) by category. If any of you have read "The Gorilla Game" (or if you haven't, too), I'd be interested to hear your take on our initial impressions: --RISC seems to be a discontinuous innovation - it has become the standard for the embedded industry. --ARM controls a proprietary architecture (a must for a Gorilla candidate). --We aren't sure about the switching costs - if Ericcson, for example, decided to switch to a competitor, how painful, costly, time-consuming would it be for them? --There may not be a compelling reason for the industry to coalesce around a single architecture, ARM's or anyone elses. If several cell phone makers become ARM licensees, is there any reason that others can't go on using a competitor's architecture? Sorry for the length of the post. Any feedback anyone could give would be greatly appreciated. When we have the report ready to go, we'd like to cross-post it here also. TIA Sam Johnson