Each IP block added adds potential new markets with MIPS offering potentially the biggest possibilities.
Adding MIPS hugely increased the licensee base and offers more options to cross sell '2 years ago we said QCOM & Toshiba were the 2 majors we hadn't licensed to, now we have signed both'
Intel have always used their own graphics and always will but they will be continuing to sell more.
Intel sold low 10's millions last year, will sell higher 10's millions this year, rising to 100-100's millions in the future. They have the resources to successfully complete the transition from PC to mobile.
Mediatek - don't worry other companies IP will be in some products but that is life but we are a major part of their future.
Confident on BCOM deal to take on some of the gap left by TI. 'Better that Renesas business went to BCOM than it staying in Japan'
To shi'a v important.
Cavium - mentioned specifically 'people mention Cavium taking an ARM license, they are going with ARM - NO.' Very positive about this MIPS licensee
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