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Look at unit shipment volumes, therein lies the indication of the tornado for IP companies like ARM, QCOM and RMBS.


I disagree with this definition but I am alone in my disagreement. I think that the tornado is defined by the uptake of the end product. For example, the P4 tornado for Rambus or the 2G tornado for QCOM.


In the U.S. every person might own 100 ARM processors in the next few years.


How about disposable ARM processors (in packaging, products, paper).



I'll be rooting for that Toronto Olympics bid, nice town, I've been a couple of times, and even saw the Blue Jays play.


Thanks. Y'all come back when you need a break.

Paul
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