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Yes, tomorrow will be interesting. One report has suggested that Intel may be interested in buying ARM for 10 billion pounds or about $16.5 billion. Arm are considered to be ahead of Intel in mobile phone and other chip technologies. Advise caution, but I get the the impression that the bus is about to leave!
well if it is i,m too late. the rumour has been about before, but this time i wonder ? would like to be on win . we will have the next saga of this share tomorrow... wait with baited breath
Hi 'the Truth Hurts', There have been lots of posts wiping out the last of mine which proved to be correct. I smile and wonder where you are coming from. From all the speculation about takeover bids from savvy investor sites and newspapers such as the Daily Mail and The Guardian, I wonder why the interest in the downplay? I subscribe to caution, but why the wipe-out? In the circumstances, I would suggest investor alert! With respect TH, do you have an interest in the matter? Is this stock about to take off?
I think we could see further lows in the next few few months - a T/O would be at a greater level than his but don't think it is an option at the moment March 8th 2011 - An article called 5 x overpriced stocks ARM Holdings, PLC. (ARMH) shares are trading at $28.79. ARM Holdings designs and sells microprocessors. The shares currently trade well above the 50 day moving average of $26.23 and the 200 day moving average of $18.60. Earnings estimates for ARMH are about 46 cents per share for 2011 and about 75 cents for 2012. This puts the PE ratio around 46! I believe the extremely generous stock prices in these names represents a solid opportunity to cash in and rotate into less expensive stocks, as these could drop sharply from very lofty levels. I would also note that some of these names are seeing repeated insider selling. Some other interesting info: http://www.fool.com/investing/high-growth/2011/04/07/is-arm-holdings-the-perfect-stock.aspx
missed one of your posts, no need to respond
thank you, but what do you base your info on? you sound like you have a lot of experience,
My advice to someone else was to start buying around 500 but be prepared to buy down to 350 in the current climate
an old boy, thanks i will not jump in for the time being.
Forgot to say there will be lots of opportunities to trade these - I just wouldn't buy as a long term buy just yet. GL anyway
Not sure why you are ramping this - you seem very jumpy that this should go up asap - no matter the state of the economy. You also seem to need to feel right all the time - not sure why I sold out of these at 650 just after a few directors sold at 621 after reading the report that said that ARM were over-valued. I have since read Arm's own warnings "We are mindful of the bigger picture and the semiconductor industry is likely to have a year of much less growth next year than this year, we can still within that context be relatively positive as ARM." Not sure why any newbies would buy after seeing another newbie post. These will be a buy again - but not just yet.
sorry new to shares, read a lot but not necessarily between the lines..... was tipped by sunday times, please elaborate on m and s oracle post
Rumours of possible takeover bids from Oracle (Nasdaq: ORCL) and Intel (Nasdaq: INTC) surfacing and reported on M&A Insider.
The actual words used in the statement by Arm were "that few suitors would have anything to gain by owning the listed company." ... i.e. not excluding the meaning that a few would definitely be interested. The question I would like to ask is this: Are these not words consistent with the words of a company that is concerned about the real possibility of a takeover bid? The share price has risen since the statement was made. I believe that the £8 per share area may not be that impossible to attain were things to develop. Sounds like it to me that real interest in a takeover bid is about to show itself.
currently holding 15000 shares ,av £5.40 boy wouldnt it be great if arm were taken over! £7- £8 per share? comments please..
did anyone read the statement by the md, that arm, is not a very suitable share for takeover?
It is nice to be right. Now where do we go from here? This company seems to be ideally placed as a takeover target with the possibility of several giants homing in. I should imagine that the share price is heading upwards.
A Reuters report at 9.58am today on rise in the share price of software companies and speculation of take over bids specifically mentions Arm Holdings. Hold on to your hat. "LONDON, Aug 19 (Reuters) - Shares in European software makers jumped in a falling market on Friday on hopes they were more likely bid targets after Hewlett-Packard's $11.7 bid for British enterprise search-software maker Autonomy ... Shares in British chip designer ARM, which like Autonomy is part of a technology cluster in the English university town of Cambridge, also rose 2.9 percent."
I did listen to the news and Arm Holdings and Autonomy were the two stocks that were singled out as being the two that stood out bucking the stock market trend. Speculation as to why this might be so was also added in that report. A widely broadcast speculation on a possible take over bid by an authoritative source such as the BBC, I would have thought thought lead to a rise in the share price at least in the short term. The report came at the end of the Today programme and it is possible to play it back via the BBC website. If my memory is correct, Arm Holdings and Autonomy were mentioned as "the only two" bucking the massive fall on the Stock Exchange. Things might have changed by the time you heard the news.
If you listen to the news you'll find that all tech stocks are up today on the HP/autonomy news
This is speculation that more than one financial analyst is making - Due to Arm Holdings being one of two stocks that have noticeably risen is today's Stock Exchange turmoil it was suggested a short while ago on BBC Radio 4's Today programme that this buck in the trend might be due to a take over bid being in the pipeline. I would think it a good instant buy.
When, I bought Arm shares, people were valuing it at £8. Since, then, it has been hitting the £6 ceiling. Is there going to be any up movement? Profits and licensing agreements, etc, has the opposite reaction to the SP.
Purleese! I just read the papers. Consensus (std,city am etc):- BET is now run for the benefit of the Board. I saw how this worked in another life, when a guy was flown to Italy to select toilet seats for the Dirs ... Not a sector I'm interested in, so don't shoot the messenger. I forgot to say I try for a balance of DEFENSIVE to RISK.
what are you on?? trying to do your homework with my posts on other stocks...very shallow...keep away from that dementia medication.
I have a 2 tier strategy, Jedi Knights & Apprentices. Ftse/ big bets&AIM small bets - mostly in ISA&SIPP. Please tell me yr shorting BET & NOT contributing to the Dirs Lifestyle fund as a PI. MW: dear old IC, singing this song ever since BearBull's disasterous short, 'dump ARM, get into Wolfson!' Doh!.A wag said buy ARM when IC says sell, to make money
IC VIEW: HighEnough ARM is growing market share in a growing market. But while management highlights that licences signed today can generate royalties for the next five years, the shares - trading on a hefty 55 times forecast earnings - more than reflect such prospects. High enough. Last IC view: High enough, 528p, 1 Feb 2011