Friday, January 6, 2012

Intel: Sterne Agee Cuts to Hold on WARM Threat - Barron's (blog)


Intel: Sterne Agee Cuts to Hold on WARM Threat
Barron's (blog)
Unlike Netbook platforms the PC OEM and ODMs can make better margins similar to x86 on the newer ARM platforms given a new cost-licensing structure on Win8. Given new innovative low-cost platforms with Win8-ARM, we believe there could be some headwinds ...

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