Reply to this post Semis is a powerhouse with growth and margins in the 40s. Samsung reported a superb set of results driven largely...
Reply to this post Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush aside any threat to its...
Reply to this post This time around, Qualcomm should fight. I think Qualcomm will best serve its shareholders by fighting tooth and nail to halt...
Reply to this post Last time it was software. This time its emulators Qualcomm and Microsoft have announced that Windows is once again coming to...
Reply to this post Intel is doing what it must to keep its position in the Data Centre. Intel has launched its attack on the...
Reply to this post Qualcomm thrashes Intel but not where it really matters. It appears that Qualcomm has once again demonstrated superiority over its peers...
Reply to this post I think ARM could return to the market in 5 to 10 years. SoftBank and ARM have announced that SoftBank will...
Reply to this post Results season off to a tough start Intel Q1 16A Intel reported a difficult set of results and cut 10% of...
Reply to this post Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
ARM vs. Intel – Pause for thought.
Reply to this post Intel shoots at Asia rather than at home. With another attempt to replace Intel chips in PCs on the cards, Intel...