The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Semiconductors Keep Nasdaq In the Green Some leading semiconductor stocks that are trading higher this morning include .........ARM Holdings plc (NASDAQ:ARMH)............ Traders should remember that the semiconductor stocks will often lead the NASDAQ Composite higher and lower. http://wallstreetpit.com/89496-semiconductors-keep-nasdaq-in-the-green-brcm-armh-klac
Nasdaq hit new high yesterday since dotcom: 2,961.38 http://www.google.com/finance?q=INDEXNASDAQ:.IXIC
Thanks for your graphic reply ! It was very helpful
Results of opening auction Price: 585.00 Volume: 148,608 Results of closing auction Price: 590.50 Volume: 544,127 Total buy volume 2,441,416 Total buy value 14,378,578.16 % of buy trades 59.15% Total sell volume 2,117,505 Total sell value 12,465,647.34 % of sell trades 40.85%
Apple (NASDAQ: AAPL) is sitting in almost 100 billion USD in cash reserves that are generating almost no returns for shareholders in the current low interest rates environment. That is enough money to acquire some of the biggest companies in the world, and the possibilities are endless if we exercise some imagination. So many analysts are proposing Apple should start paying dividends with all that cash, it could be a one-time special dividend or a regular dividend policy that includes dividends increases as a long term policy. But there are many detractors to this idea, a lot of analysts and investors in the tech sector consider that dividend paying stocks automatically become slow growers, dinosaurs that lack exciting possibilities and an innovative spirit. This theory is mostly based on what has happened to other well-known tech companies since they starting paying dividends. Microsoft (NASDAQ: MSFT) is perhaps the clearest example of what some Apple investors would like to avoid. Mr Softee started paying dividends in 2003, and since them the company has lost many of the paradigm shifts in the tech world. Search, advertising, social networks and mobile are some examples of growth opportunities that Microsoft didn´t capture. Intel (NASDAQ: INTC) paid its first dividend in 1992, and the company has done quite well in the long term if we exclude the rollercoaster stock movements and astronomical valuations produced by the dot com bubble. The company has delivered solid growth in sales and earnings, and it even increased profit margins through the years. But Intel has missed the shift to mobile and is just now trying to compete in this high growing industry. ARM Holdings (NASDAQ: ARMH) is the company who managed to beat Intel in the race for supplying smartphones and tablets with the high technology chips required to satisfy their customers’ needs. ARMH also pays dividends, but they are more recent and much smaller than those paid by Intel. It seems like in the technology sector higher dividends mean lower growth prospects. http://beta.fool.com/acardenal/2012/02/14/apple-and-dividend-stigma-think-different/1969/?source=eogyholnk0000001
NEW YORK | Wed Feb 15, 2012 9:07pm EST (Reuters) - Apple Inc has asked a bankruptcy court for permission to sue Eastman Kodak, accusing it of infringing its patents. http://www.reuters.com/article/2012/02/16/us-apple-kodak-idUSTRE81F05V20120216
Nasdaq hit new high yesterday since dotcom: 2,958.19 http://www.google.com/finance?q=INDEXNASDAQ:.IXIC Wall Street hits late session lows as Apple falls February 15, 2012 1:21 PM EST Stocks hit session lows and the Nasdaq turned negative on Wednesday as shares of Apple Inc gave up earlier gains and moved into the red. The Dow Jones industrial average <.DJI> dropped 87.49 points, or 0.68 percent, to 12,790.79. The Standard & Poor's 500 Index <.SPX> lost 4.40 points, or 0.33 percent, to 1,346.10. The Nasdaq Composite Index <.IXIC> fell 6.36 points, or 0.22 percent, to 2,925.47.
>>> What is going to happen on the 29th ? >>> your cat and dog will die! lol read the posts in the last 2 pages ...
What is going to happen on the 29th ?
HP's Project Moonshot aims to make ARM servers mainstream "Project Moonshot consists of a lab, server development platform and ecosystem. If successful, HP will enable its customers to kick the tires of ARM servers. " http://www.zdnet.com/blog/btl/hps-project-moonshot-aims-to-make-arm-servers-mainstream/62410
Project Moonshot: HP's Secret ARM Servers Get Official ARM is invading the server market Even as x86 chipmakers like Intel Corp. (INTC) dream of getting a piece of lucrative smartphone and tablet chip market dominated by ARM Holdings plc (LON:ARM) licensees, ARM is ready to take the fight to Intel. Already preparing to invade the laptop space, courtesy of Microsoft Corp.'s (MSFT) incoming support with Windows 8, ARM has just taken a major step towards establishing a beachhead on Intel's most fertile and fast growing empire -- the server market. I. HP Throws Weight Behind ARM After weeks of rumors, Hewlett-Packard Comp. (HPQ), statistically tied [source] with International Business Machines, Inc. (IBM) as the world's largest server maker in terms of revenue, has announced that it will be deploying ARM-based servers. HP is a major server supplier to Facebook and Google Inc. (GOOG), the world's two top firms in terms of internet traffic. Dubbed "Project Moonshot", the new ARM servers will extend HP's veteran ProLiant brand, which has traditionally relied on x86 chips from Intel and Advanced Micro Devices, Inc. (AMD). HP says the new ARM servers "for select workloads and applications" will reduce energy costs by 89 percent, reduce server room space by 94 percent, and reduce overall costs by 63 percent (versus equivalent x86-based servers). Those are some pretty incredible numbers, and it remains to be seen how well they hold up in the real world. Read more: http://www.dailytech.com/Project+Moonshot+HPs+Secret+ARM+Servers+Get+Official/article23175.htm
Project Moonshot @ platform Redstone 6:00 PM - November 2, 2011 by Douglas Perry - source: HP Hewlett-Packard has begun using ARM processors for a new server platform called Redstone, which will become available in the first half of 2012. http://www.tomshardware.com/news/redstone-moonshot-arm-server-data-center,13884.html HP's First ARM Servers: Project Moonshot
Excellent thank you.... good link too :o)
" A company may HAVE a new product or service that will change the way we do things, or it may be on the cutting edge of a whole new business model." is Qualitative Components of IPO Valuation... so "roll on the 29th" in that way! http://www.investopedia.com/articles/financial-theory/11/how-an-ipo-is-valued.asp#axzz1mMPpIgSz
roll on the 29th =========== Microsoft WOA news was first out via RNS on 06 January 2011 and the SP two weeks before was 400p and two weeks after was 500p ... so we also have to consider the possibility of "already priced in" ... but I may be wrong!
ARM is under 'Sideways Trend' for the last 11 months or so... it needs to break that 600p resistance and hold there (which is so far not success) before go north ... http://buyupside.com/makingmoney/images/pricepatternsso_small.gif http://www.londonstockexchange.com/exchange/prices-and-markets/stocks/exchange-insight/technical-analysis.html?fourWayKey=GB0000595859GBGBXSET1 http://www.investopedia.com/terms/s/sidewaystrend.asp#axzz1mMPpIgSz
Some good background reading in here; roll on the 29th :o)
Apologies.Wrong Board.!
Certainly is a top class share and I've been watching it over the past month.I see Nomuro have a neutral rating and target price of 580p. but acknowledge it's strength so I think it's a fair bet it will easily increase past that. Years ago, I mean years ago,,lol a friend at work said,"You need to buy shares in a company called Arm Holdings,they'll do well. 50p. lol.
In January 2011, at the Consumer Electronics Show (CES), Microsoft announced that Windows 8 would be adding support for ARM microprocessors. (RNS Number : 0214Z - ARM Holdings - 06 January 2011) http://graphs.lse.co.uk/GetGraph.asp?gcode=ARM&mode=ShareCharts&r=0.5389148881658912&p=9&ma=9&t=2 At the Microsoft Developer Forum in Tokyo on May 23, 2011, Microsoft CEO Steve Ballmer announced that the next version of Windows would be released the following year. On June 1, 2011, Microsoft officially unveiled Windows 8 and some of its new features at the Taipei Computex 2011 in Taipei (Taiwan) On August 15, 2011, Microsoft opened a new blog called "Building Windows 8" for users and developers. Microsoft unveiled new Windows 8 features and improvements on September 13, 2011, day one of the BUILD developer conference. In December 2011, Microsoft held an event in San Francisco to demonstrate Windows Store, through which all Metro-style Windows 8 apps will be sold. At the end of the event, Microsoft announced that the public beta (or consumer preview) will be released sometime in February 2012, along with the Windows Store Beta. On Feburary 3, a Chinese site PCbeta revealed some screenshots of the Consumer Preview (Build 8220) and shows that there is no more start orb. More screenshots of a beta candidate build 8220 were leaked on 6 February 2012. Microsoft has confirmed that the consumer preview will be released at the Mobile World Congress in Barcelona on February 29 and information will be uploaded on Microsoft News Centre.
http://video.ch9.ms/ch9/5b39/56c5458a-3122-4597-a209-9ff1005b5b39/BuildingWindowsfortheARMProcessor_low_ch9.mp4 "One of the notable aspects of Microsoft Windows has been the flexibility the architecture has shown through shifts in technology and expansion of customer usage over time. What started out as an operating system for one person working solo with productivity software is now the foundation of a wide array of hardware and software technologies, a spectrum of connected Windows products, and an incredibly flexible approach to computing. With Windows 8, we have reimagined Windows from the chipset to the experience—and bringing this reimagined Windows to the ARM® processor architecture is a significant part of this innovation. Expanding the view of the PC to cover a much wider range of form factors and designs than some think of today is an important part of these efforts. Windows on ARM enables creativity in PC design that, in combination with newly architected features of the Windows OS, will bring to customers new, no-compromise PCs."
http://www.youtube.com/watch?v=xKc_XGuvNIk 'During the CES keynote speech of Microsoft CEO Steve Ballmer, Microsoft showed off how a future version of Windows can run on ARM chips.'
" Windows on ARM software will not be sold or distributed independent of a new WOA PC, just as you would expect from a consumer electronics device that relies on unique and integrated pairings of hardware and software. Over the useful lifetime of the PC, the provided software will be serviced and improved. Around the next milestone release of Windows 8 on x86/64, a limited number of test PCs will be made available to developers and hardware partners in a closed, invitation-only program. These devices will be running the same branch of Windows 8 on x86/64 as we release broadly at that time. These are not samples or hints of forthcoming PCs, but tools for hardware and software engineers running WOA-specific hardware. The Windows Consumer Preview, the beta of Windows 8 on x86/64, will be available for download by the end of February. This next milestone of Windows 8 will be available in several languages and is open for anyone to download. " http://blogs.msdn.com/b/b8/archive/2012/02/09/building-windows-for-the-arm-processor-architecture.aspx "So now if Windows appears on ARM, we can address those 300 million PCs that are sold each year. And for us, it’s like having an extra 300 million smartphones. It’s certainly nice to have. " http://allthingsd.com/20120213/seven-questions-for-arm-ceo-warren-east/?refcat=enterprise
FEBRUARY 13, 2012 AT 6:26 AM PT http://allthingsd.com/20120213/seven-questions-for-arm-ceo-warren-east/?refcat=enterprise "....In the computing world then, the competition is really Intel and AMD x86 chips.... "