Synth2

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Synth2
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  • Arm wants more than $0.30 per iPhone from Apple, but won't get it

    1. ARM wouldn't exist without Apple--ARM started with the Newton.
    2. Apple publicly invested >$700 million in ARM just before their IPO a couple months ago--could that have possibly helped their share price go higher?
    3. Apple and ARM agreed to a long-term deal (till 2040!) just before their IPO a couple months ago--could that have possibly helped their share price go higher?
    4. ARM could have held out for higher royalties before agreeing to said long-term deal just a couple months ago, but they didn't. Hmmm.  
    5. Apple does all design and fabrication of their hyper-customized "ARM" chips. ARM does very little. Apple has an “architecture license” with ARM, which allows the company to design its own cores using the ARM instruction set. In other words, Apple does all the heavy lifting in producing their highly customized ARM chips.
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