The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Arm across the pond finished as it was on the bell Mon pm @ 28.71 + 0.31%, so we could see a 20 pip gap up when we open tomorrow, glad I'm long @ 559. http://uk.finance.yahoo.com. Cheers MV....
ntel is launching its first chip designed for tablet computers in an attempt to wrest control of the fast-growing market from UK-based Arm, whose chip architecture is now behind the majority of smartphones and tablets. The world’s biggest chipmaker will on Tuesday announce the availability of “Oak Trail”, the first product released by its newly-formed “netbooks and tablets” group, at a conference in Beijing, according to the Financial Times.
Excellent review from a tech wise CEO, refreshing change from so called 'Analysts' who pluck SP downgrades out of thin air, presumably by reading their stools as Salvador Dali used to do.
http://www.theregister.co.uk/2011/03/23/nvidia_arm_strategy/
Some chip inventories in Japan must have been wiped out, I assume.
ARM Holdings Plc (LON:ARM) remains a Buy at RBS, analysts at the investment bank say ARM is unlikely to suffer from any 'oversupply' worries in the provision of CPUs to the tablet market. RBS have set a target price of 625 on ARM Holdings shares. There are concerns in tech circles that a burgeoning tablet market could result in prices being pushed lower due to competition. "Given the maturity of the iPad platform vs competitors, we believe iPad competitors may be forced to sell their products at a discount, which could weigh on their gross margins," says Didier Scemama at RBS. But, RBS believe ARM Holdings who supply 95% of the tablet CPU market, are unlikely to suffer from an overheating market. "Given that ARM commands c95% of the tablet CPU market and c90% of the e-reader CPU market, we believe it does not really matter whether consumers buy Apple, RIM or Android tablets," says Scemama. However ARM shares have come down c20% in the past months on concerns of an oversupply situation in the tablet market after it became clear that iPad competitors would be priced at a premium. "We recommend buying ARM shares on weakness as we see no change to long-term fundamentals," say RBS. ARM Holdings Plc shares are currently 1.8% higher on a day on which a major earthquake in Japan has rocked markets, which were already fragile yesterday as the FTSE 100 hit a five-week low. The blue chip index dropped 1.6% or 92 points, to close at 5,845 last night, shaken by Moody's downgrade of Spain's credit. It was down further in early trading this morning, off 0.16% at 5,836 points, as investors reacted to the massive earthquake in Northern Japan.
JP Morgan suggests ARM SP should be 'The sector Average' 13.5x earnings, but are we comparing like with like? What other stocks have ARM's business model, licensing NOT manufacturing, I can only think of IMG. I have lost count of the times I have read ARM described as a chip MANUFACTURER. The third world is not to interested in an unaffordable Tablet PC, what they want is a dirt cheap Netbook running a free LINUX OP. system with a fast, low energy processor, ideally incorporating it's own graphics chip, sound familiar? How many millions of these might be sold?
I see your posts tend to be negative on a variety of stocks, let me try to cheer you up about ARM. First the dividend, how rare is that in tech shares? Second the 300m cash pile, a 'poison pill' against T/O, they prefer to be 'like Switzerland', neutral but necessary to all customers. Third, royalties on new designs will be double the old price. Watch the video of ARM powered phone undoing a rubic cube, - outstanding!
With microsoft developing its OS to support ARM processors, it means cheaper computing in the office and better compatability between PC's and phones, which is leading to a super mobile PC. Alot of the electrical products DVD players, TV's, set top boxes already use arm based processors. Picture a world where you connect your phone to your LCD screen(wireless, the latest craze) and keyboard mouse and your connect into the cloud to access your files and application. Why do your think Google, Oracle, Microsoft are battling over this market, its where computing is heading. The nice thing about Arm it makes the market alot more competitve as they design chips and hand out licenses for manufacturing, all the major nations manufacture there own processors, removing any compatability issues.
almost sold this on tuesday but after today i'm £1k down, I'll have to stay in now till at least 620p is seen again...
share price down to bloomberg news then spain downgrade and US data, this will bounce back a bit, even more so if a deal is done....maybe more chance now that the stock has fallen a fair bit this week..and more since its 650p high...
Surely its good that it is thought of as a target?
-6.8% Cause of this? http://www.bloomberg.com/news/2011-03-10/iphone-makes-arm-most-expensive-chip-takeover-target-since-2006-real-m-a.html
Thanks, will keep an eye on them. Don't have room in the PF at present. Held Skyepharma and Medisys in the past, both disappointing. In this sector my current Jedi Knight is AZN, apprentice GWP, in this sector.
try Sareum (SAR) or Summit (SUMM) if you are gonna sell in ARM
wish full thinking n my part
My smart phone like lots of others is full of ARM chips(hardware) running under Android(Operating system,software). So long as the horses are ARM who cares about the jockeys? The two words I would use to describe ARM designs are 'Ubiquitous' and 'Snowball'. Steve Jobs is like Hymie Roth, look how he popped up to launch the IPAD2. Last time he was off for months the SP climbed 67%.
The design director who wants to school his kids back home in blighty wants to work for Android? Any chance of a link to that info please?
Apples MD Steve Jobs has fallen sick and they senior designer is leaving, which may result in a change within apple. This could be good or bad for arm. It's all down to the english engineer who may switch across to the anroid.
I last bought ARM at 149p. If I sold now what share would I buy with better long term growth prospects? I can't think of one, any offers?
it would not surprise me going by investors opinions of the MMs ! i've been in and out of this since 450p but currently in at 640 so while i've made money to buy more shares i'm currently well down...
MM's will continue to short ARM in a miss-placed attempt to invoke the fear of the dot.com boom/bust. Shake the tree and see if a few monkeys fall out. ARM today is in a different league. My timing is awful so I shall just HOLD ARM as long as Buffett holds Coca-Cola.
so this should help stabilise the rpice?
ARM have signed a deal with Fujitsu for developing ARMs designs.
so why the hell did all todays gains get wiped out in the last few hrs of trading ?