Analyst views: How important for Arm is the tie-in with Microsoft?

 
Marion Dakers
VIJAY ANAND | ESPIRITO SANTO INVESTMENT BANK
It will give it a foothold in the PC and laptop market that until now has been dominated by the Intel and Microsoft partnership, although this won't make a difference to earnings until the next version of Windows. ‘Sell’.

RICHARD HOLWAY | TECHMARKETVIEWS
The news shows that ARM is one of those companies that has managed in the last couple of years to bring all its stars into alignment. It is the leader in chips for most new devices. Intel should be shaking in its boots.