I dont chime in much because well many of you are better at interpreting the financial data than I, but I can pipe in on ARM. For the longest time I think many have been a bit down due to the fact that we settled with Intel, AMD, HP etc for such a small amount. Thats fine more of these provide credibility.
The real gold is getting licensing deals with companies that make processors for small palm devices, cellphones, cars etc. In regard to this, ARM is one of the big kahuna`s. Most of the Palm or hand held devices available on the market use ARM processors. As a techy, I was hoping to see TPL pursue ARM for licensing. Good to see that is on the horizon.