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Re: walbert post# 126939

Thursday, 01/09/2014 1:18:11 PM

Thursday, January 09, 2014 1:18:11 PM

Post# of 152247
walbert, ARMH is an over-inflated semiconductor IP company that can - and should - be trading at the $15-$20 level on any fundamental basis. You know that and I know that.

Intel's 40 million tablets is nice, and I am - like Chipguy - convinced that the tablet market eventually goes straight to Intel. It's smartphones that concern me.
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