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To: Daniel Schuh who wrote (21085)	10/14/1998 12:14:00 AM
From: damniseedemons	Respond to of 24154

Processors in that market do sell pretty cheap, but they're also fairly cheap to make. Revenues look less impressive, but the margins can still be good. The StrongARM seems incredible: fast, small, low power, and cheap, as you know. Intel tried to get Pentiums into that segment, but StrongARM is still about 1/3 the cost (though, a bit more expensive that competing chips in its segment) and only consumes about .5 watts! ARM's business model is based on licensing, so it's somewhat different from the run-of-the-mill licensing deals that we have between companies every day. ARM is actually a quasi-software business (much like Rambus). StrongARM seems to be gaining further momentum since Intel took over. And the others in the ARM line seem to be doing ok also. Anyway, let me know if you have further insights. In particular, I was looking for something within the competitive landscape... There are many other low-power chips out there that have found homes in small devices (cell phones, palm pilot, WinCE, etc.). -Sal