May 31, 2012 at 15:58 PM EDT
Intel Vs. ARM: Evercore Ponders Share Gains, Losses
Patrick Wang of Evercore Partners today offers up what might be termed the “moment of Zen” for the battle between Intel (INTC) and ARM Holdings (ARMH) for control of the PC market. “Symbolically similar to the concept of Yin Yang, we think Intel and ARM are complementary but opposite forces that will give and take [...]
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