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>What a bunch of random, clueless and non-technical crap. I especially like the part where he compares the operating costs of Intel (a company owning a number of multi-billion-dollar fabs that are far above the competition in capabilities) and ARM holdings (a comparatively tiny intellectual property shop).

Yes, he sounds like someone in the late nineties comparing the nearly bankrupt Apple with competitors worth ten times more, like Sun and Dell.

Crazy right?



I applaud your witty use of sarcasm. However, if you think Apple vs. Dell is the same as Intel vs. ARM, you're deeply misunderstanding the market.




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