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http://www.investegate.co.uk/Article.aspx?id=201105261538153795H
http://www.eetimes.com/electronics-news/4216335/IMEC-and-the-ARM-connection
Any reason for todays price drop?
positive commentary: http://www.iii.co.uk/tv/episode/arm-holdings-arm-0
Evolution Securities recommends adding ARM Holdings, with a target price of 630p.
S CLOSED TONIGHT
less fun
today 10.05.2011 ARM Holdings (ARM) Director name: Mr Mike Muller Amount sold: 100,000 @ 598.50p Value: £598,500 ARM Holdings (ARM) Director name: Mr Mike Muller Amount sold: 100,000 @ 596.10p Value: £596,100 ARM Holdings (ARM) Director name: Mr Mike Muller Amount sold: 2,091 @ 594.00p Value: £12,421 He is a damm rich man today But WHY???????????????
I hope you are all on this one ! I did tell you this is a winner !
http://www.thinq.co.uk/2011/5/5/idc-predicts-success-arm-desktop-pcs/
This marriage goes back to the 1980's. For MSOFT to choose an ARM chip for WINDOWS on handhelds is hugely important and implies they simply had no choice in the short term. See excellent, informed MAR23 link from LEVELLER. INTEL are obliged to put a good face on it, but this a game changer for ARM and INTEL are playing catchup.
This marriage goes back to the 1980's. For MSOFT to choose an ARM chip for WINDOWS on handhelds is hugely important and implies they simply had no choice in the short term. See excellent, informed MAR23 link from LEVELLER. INTEL are obliged to put a good face on it, but this a game changer for ARM and INTEL are playing catchup.
Hey guys , I cant give to much inside info here for specific reasons , but you are on a sure winner here ! dont be dissapointed by yesterdays drop of 7% ! Trust me , you will see the outcome in the future to be in valuable shape ;) Happy trading !! GLA
SAN FRANCISCO/LONDON, May 4 (Reuters) - Intel Corp on Wednesday took the wraps off next-generation technology that crams more transistors onto microchips, hoping it will help the chipmaker catch up in a red-hot tablet and smartphone market. Intel expects to start production of its first PC and server chips using new technology -- code named Ivy Bridge -- by the end of 2011 and said that it would also make new processors for mobile devices. The cutting-edge technology -- which Intel says breaks new ground by moving away from flat circuitry to a three-dimensional model -- may pose a threat to rival ARM Holdings, which dominates the mobile device market. And then again it may not,I expect sp to recover pretty quick.
While Nomura keeps its ‘neutral’ rating on chip giant ARM Holdings, it hikes the target price by 14% from 500p to 570p, following the company’s first quarter results issued yesterday. First quarter revenue came in 6% ahead of forecasts, primarily driven by a 16% beat on the processor division (PD) licensing line, according to the Japanese broker. “While PD royalties were 3% ahead, it was very encouraging to see average royalties rise sequentially driven by a strong Cortex chip contribution rising to 17% in the first quarter,” Nomura said.
Arm Holdings super-smart chips drive almost every smartphone on the market and its reach is now expanding well beyond advanced mobile phones. The stock trades on a huge multiple, which KBC Peel Hunt estimates at 54 times its estimated earnings for 2011. The Independent has Arm as one of its stock picks for the year, and we continue to stand by it even though some analysts believe the growth of the smartphone and tablet industry is priced in. Buy, the paper recommends.
ARM CEO was on BBC over the weekend. As long as ARM retains its leadership in super fast chips for mobile and static devices the SP will continue to rise over the long term because of the massive and rapidly growing market for this technology. This is the Investigate article from the link below - First quarter pre-tax profits at ARM Holdings rose 35% to £50.8m on a normalised basis and to £30.5m from £25.9m on an IFRS basis. Normalised revenues rose 29% in dollar term to $185,5m and by 26% in sterling to £116.0m. CEO Warren East said: "Influential market leaders are licensing ARM technology to gain access to a growing ecosystem of operating systems, software applications, tools and service providers. "Many of these companies have been ARM licensees for many years, and are now deploying ARM technology across a multitude of applications; in mobile, consumer electronics and embedded devices. "This licensing drives ARM's long-term royalty opportunity. "Shipments of ARM-processor based chips increased 33% on the same period last year driven by growth in smartphones, tablets, digital TVs and microcontrollers. "ARM's revenue growth enables us to continue to invest in innovative technology development at the same time as delivering strong increases in profits and cash flow."
http://www.investegate.co.uk/Article.aspx?id=201104270700094993F
ARM slides despite profits beat Date: Wednesday 27 Apr 2011 LONDON (ShareCast) - Cambridge based chip designer ARM Holdings saw first quarter revenues come in ahead of some broker forecasts as the company continued to ride the wave of demand for smart electronic devices. "Influential market leaders are licensing ARM technology to gain access to a growing ecosystem of operating systems, software applications, tools and service providers. Many of these companies have been ARM licensees for many years, and are now deploying ARM technology across a multitude of applications; in mobile, consumer electronics and embedded devices,” said Warren East, ARM's chief executive officer. Revenue in the first quarter of 2011 leapt 26% to £116.0m from £92.3m a year earlier. Broker Matrix Group had forecast revenue of £108.2m. Shipments of ARM-processor based chips increased 33% on the same period last year driven by growth in smartphones, tablets, digital TVs and microcontrollers. Normalised profit before tax jumped 35% to £50.8m from £37.6m in the first quarter of last year. Reported profit before tax improved to £30.5m from £25.9m the year before. Earnings per share on a normalised basis moved up by just over a third to 2.73p from 2.04p the year before. Market consensus was for earnings per share of 2.53p. ARM said it has made an encouraging start to 2011, and anticipates normal seasonality for royalty revenues in the second quarter and, notwithstanding the current uncertainty as to the economic impact of the Japanese earthquake on the semiconductor industry supply chain and end-product markets, it expects that group dollar revenues for the full-year will be at least in line with current market expectations. The absence of an upgrade to full year revenue expectations seems to have disappointed the market, however, and the shares fell back in early trading on Wednesday. The shares are still up by around 140% over the last year, though, and the share price fall may simply have been due to holders taking profits. --- jh
Matrix group is bearish on ARM after its strong run over the last year, and thinks the market is overestimating the Cambridge firm’s growth opportunities. “We see revenues of £108.2m, adjusted operating profit of £44.9m (41.5% margin) and earnings per share (EPS) of 2.48p. Our estimates are broadly in line with consensus expectations (2.53p). We see clean OPEX [operational expenditure] of £57.2m, slightly lower than consensus,” Matrix said. As for any fall-out from the Japanese earthquake, Matrix notes that: “ARM royalty revenues are recognised one quarter in arrears; any disruption in semiconductor shipments in Q2 2011 linked to recent events in Japan would not appear before Q3 2011. We do not think that licensing revenues, which historically have been quite lumpy, will suffer.”
Says it all. These will only go in one direction long term - hold and accumulate on dips.
Out on Wednesday are trading statements from chip designers ARM Holdings Matrix group is bearish on ARM after its strong run over the last year, and thinks the market is overestimating the Cambridge firm’s growth opportunities. “We see revenues of £108.2m, adjusted operating profit of £44.9m (41.5% margin) and earnings per share (EPS) of 2.48p. Our estimates are broadly in line with consensus expectations (2.53p).We see clean OPEX [operational expenditure] of £57.2m, slightly lower than consensus,” Matrix said. As for any fall-out from the Japanese earthquake, Matrix notes that: “ARM royalty revenues are recognised one quarter in arrears; any disruption in semiconductor shipments in Q2 2011 linked to recent events in Japan would not appear before Q3 2011. We do not think that licensing revenues, which historically have been quite lumpy, will suffer.”
Well I was wrong it retraced 22.2 points, sorry!!!