IMG

IMG

Friday, 20 September 2013

Shipments - big news

Potentially very interesting development going back to something I've been forecasting for ages now.

1bn non MIPS target now moved to FY 2016 from previous CY2016. So my interpretation we are ahead of previous target date.

MIPS graph is as it is Ian because new IP is 1.5-2 yrs, customers have 1.5-2 yrs so the growth leg is down the line. Until then we have a steady rise, hockey stick comes later

"People underestimate MIPS, we will prove them wrong over the next few years."

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