I was looking at Imagination Technologies’ share price the other day and noticed that it went down, for the first time in almost a year and a half.
I’d been traveling and didn’t get to attend the ARM techno conference in Santa Clara. At that conference, someone did a video of a dev board that had a Samsung SoC on it with an ARM9 and a Mali 400 GPU.
Nice, going ARM.
But then some sharp shooters either on Bond or Wall street put two and two together and came to the conclusion that: A – Apple uses Samsung SoC with Imagination Technologies’ GPU in iPhone and in iPad and B – now Imagination must be dead to Samsung.
![](https://images.assettype.com/tgdaily/2016-09/b9065996-29ea-4fb8-b678-e0d95e9eaa9d/flockofbirds.jpg)
The flocks of birds, darting and swinging at the slightest breeze or startling, starting selling Imagination shares, and driving down the price (but interestingly not buying up ARM.)
These short-sighted flocks are the same ones who invested in derivatives without doing any homework.
If the flock had looked just a little closer they would have seen that the dev board Samsung was showing might be for a Samsung tablet – might.
And if it is, it won’t show up for probably a year.
In the meantime, we expect Samsung (and others) will come out with some $99 Shenzhen 7-inch tablets (like are being sold at Wallgreens.)