I don't know Chris. According to ARM, by 2020 (not that far off now) ARM servers are supposed to grab 25% of the market. This is either going to be one hell of an inflection point, or there is a mistake somewhere. 2018 is still seeing losses. I hope Gopi is off talking to NVDA (see my other post), and that's why we haven't seen him lately.
The article also did not mention the recent bi-polar Zacks down-grade to "sell" (again), but we are talking about Zacks after all.
Just looking at the numbers from the Roth Cap. estimates... It looks like Q2 and Q3 at $41M, and Q4 '17 at $42M. '18 looks like Q1 at $44M, Q2 at $46M, Q3 at $47M, and Q4 at $49M. ARM is supposed to have a 25% share of a $20B industry by 2020. What have I missed?
Gopi (not Marty) needs to commit to some numbers and a time-line that shows that they actually have some degree of confidence in these new products. I am not just talking about one quarter out either. The "softness in China" nonsense needs to stop now. I can make those estimates and be accurate, and I have no insights into the inner workings of AMCC or their customers.
If Zepf were Billy Martin, this would be sold already.