Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Larry Loeb who wrote (60941)	7/21/1998 8:15:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Larry - Re: "What do you think the profitability of StrongARM will be given that Intel must (?) pay a licensing fee to ARM?" StronARM won't ever be a cash cow like Intel's x86 line. Not only will they have to pay a licensing fee (I'll bet they have the LOWEST FEES of ALL ARM licenses) but the embedded CPU market sells products in the sub $35 range, often for around less than $15 (and around $1,00 for the really cheap stuff). However, the StrongARM die size is small - and will get smaller as Intel transitions it from 0.35 to 0.25 micron. So, it will be profitable. Down the road, I'm sure Intel will attempt to add functionality to the StrongARM products and create their own unique variants, and hopefully sell these for higher margins. Paul