You guys are hilarious. I had a very busy day, was pulled in many direction. It's like a story about blind guys touching some parts of an elephant and identifying the wrong anatomy.
Anybody ever designed an ARM derivative has to license ARM. Sam announced a licensing agreement back in '02 and touted that they would hit 1 GHz by '03. Today, the best they got is 600MHz'ish. Their power consumption is worse than MRVL's.
I have explained about MRVL having the highest performance per MHz per mW.
Sam even came out w/ the Upstage smartphone using Xscale to upstage iPhone this month.
A bunch more of Sam PDA/smartphones also use Xscale as STLO and I have shown. It's too much of a conflict of interest for AAPL to use Sam.
The App proc is the best kept secret. I admire SJ for holding his cards close to his vest. It's 600MHz PXA300 packaged together w/ Sam DDR. Why 300 but not 310, nor 320 ? Because 300 suppors 2 mega-pixel digital camera; while 310, 320 support 5 mega-pixel. Furthermore, power consumption is of paramount importance.
BTW, since the Sam NAND flash is soldered to the board, customers can't swap out 4GB for 8GB w/o making address signal connection mistake.
Since the BGA is a hybrid of Xscale and packed Sam's DDR, AAPL can't use Sam's stamp but AAPL's stamp because AAPL does the integration using dies from each co.
If both chips are from Sam, Sam would package itself, then put its stamp on it.
It's Straight Flush all the way as expected. S2, here is your $4 jump next week.
Don't forget that MRVL will get additional boosts in Q4 due to HDD comeback, BB9K, iPhone II. We might hit $30+ in Nov 007. We will trade above $21 in July 007 short term.
