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On His First Day In Office, Intel CEO Admits Mobile Is A Problem (INTC)
CEO, and he's not tiptoeing around one of the biggest challenges his company is facing right now: keeping up with rival ARM Holdings in the mobile processor market. Intel, the world's largest chip maker with $53.3 billion in revenue in 2012, is being hit hard from Silicon Alley Insider Read more »
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New CEO: Intel 'missed it' with mobile, vows to do better
dominated by competitors like Qualcomm and Samsung Electronics, which design their chips using architecture licensed from ARM Holdings Plc. SAN FRANCISCO -- Intel's (INTC) new CEO Brian Krzanich said on Thursday that under his leadership the top chipmaker from Inside Bay Area Read more »
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Short ARM Holdings: Sensitivity Analysis On Market Share
Holdings (ARMH) markets and designs intellectual property of RISC based microprocessors primarily in smartphones and tablets. ARM operates with substantial market share in the fast growing market segment's smartphones and tablets. As a result, the market has from Seeking Alpha Read more »
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ARM Holdings: Learning From My Mistakes
was wrong about ARM Holdings' (ARMH) price action over the last 8 months or so, and it's about time that I own up to being far too early (but not necessarily wrong) on that call. In a bull market with a lot of liquidity and a secular growth story, it now appears from Seeking Alpha Read more »
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Intel And Advanced Micro Devices Entering The Mobile And Tablet Space
year-on-year this quarter, and that was significantly ahead of the overall semiconductor industry. A large portion of ARM Holdings revenue growth is based on the mobile market, where Intel and AMD are going to start vying for market share. Right now ARMH has from Seeking Alpha Read more »
