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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Doren who wrote (149291)	1/26/2013 4:55:23 PM
From: Eric L	Respond to of 213176

Apple and ARM Holdings ... << You have 3 FAB companies AMD, INTC, NVDA and 1 DESIGN company partially owned by Apple, ARMH. >> Very partially owned by Apple perhaps. <ggg> Apple was involved with the creation of ARM which was founded as a JV between Acorn, Apple and VLSI to develop the Acorn RISC Machine's chip. As late as 1999 Apple still owned ~14% of ARM Holdings but after the Apple Newton tanked Steve Jobs sold Apple's ownership stake in ARM to raise cash. ARM Holdings ownership is very widely held. Institutional ownership of ARMH today is 23.42%. ARM Holding's Institutional Investors are listed here ... nasdaq.com Apple may have an ARMH position today and as late as 2010 were rumored to buy ARM Holdings but that rumor was quickly debunked by Warren East, ARM's long time CEO. Cheers, - Eric -

To: Doren who wrote (149291)	1/26/2013 5:51:34 PM
From: brokenst0nes	Respond to of 213176

Neither AMD nor NVDA have their own fabs.

To: Doren who wrote (149291)	1/26/2013 7:23:27 PM
From: neolib	1 Recommendation Read Replies (2) \| Respond to of 213176

The battle shaping up is between Apple as a Design Co vs Samsung who is vertically integrated and has far more technical depth than Apple. Apple has the cash to close the vertically integrated gap if they wanted too, but I believe they don't think they can successfully manage such a beast. In that case, it pays to ask if the problem is with management, not the plan. Get someone who can manage such a beast if TC can't. SJ was burned by the failure of Next Inc and his grand factory in Fremont, and then the subsequent Mac manufacturing as well. Once they switched to Asia, they never looked back at manufacturing in any significant way. What is interesting is that he took a second spin at CPU IP after the PPC gave way to x86. Its interesting that neither Intel nor MS despite mountains of cash could foresee Google, none of whom could foresee FB. Neither could Wintel or Sony foresee the iPhone/iPad. Why not run really aggressive VC funding with their cash? Intel Capital might be an example of why not to...