Softbank’s acquisition of ARM Holdings was not only unexpected, but also the valuation was astonishingly high. Softbank is acquiring ARM for $32.2B or 23x CY15 revenue and 46x CY16 earnings. This was a 46% premium to the prior day’s closing price before the announcement of the acquisition. The questions to ask are: Why is Softbank… Read More
Tag: gus richard
Intel’s Tri-Gate May Have Moore Problems Than You Think!
Clever title but it’s not mine. Piper Jaffray Analysts Auguste Richard and Jennifer Baxter released a report last week which echoed the concerns of others, including myself. The concerns reported are with the 22nm process and not the chipsets themselves. To me this is all part of ramping a leading edge process but the concerns are… Read More
Piper Jaffray Chip Analyst Spanks Intel!
This just in from Tech Trader Daily, quoting Piper Jaffraychip analyst Gus Richard:
The whole issue for Qualcomm, based on Richard’s conversations with industry types, is that the company has started making its “MSM8960″ chip with Taiwan Semiconductor Manufacturing (TSM) only two to three quarters after TSM introduced… Read More