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Good strong share will keep going up. Look at her go even when markets are bear. go arm lol. One to strongl invest in. tip for spread better aviva
Arm News 19th September 2011. Microsoft’s long-held duopoly with Intel has come to an end with the unveiling of Windows 8 platforms. CNN Money confirms: "Windows 8 will run on both x86 chips and processors based on the architecture created by British chip designer ARM."
ARM Holdings president sells again Date: Monday 19 Sep 2011 LONDON (ShareCast) - The president of ARM Holdings Tudor Brown has taken advantage of strength in share price of the designer of chips used in devices such as smartphones and tablet computers to offload large chunk of his holding. He sold 100,000 shares at 600p a time, pocketing a total of £600,000 shares and now has 651,308. Earlier this month he sold 181,740 shares at 550.15p a go. The shares have defied to recent downturn to post strong gains over the past month and are up by 50% from a year ago. In a note late last month, the broker Merchant Securities said that ARM was well placed to benefit from the popularity of Apple’s iPhone 5.
Who needs a takeover when Arm is making inroads into Intel? However, new chips = new licences and therefore a takeover might not be so out of the question in the not too distant future.
"The CEO of ARM, Warren East, was recently confronting the rumours about ARM being an acquisition target. Saying that, “ARM has been built around the principle of being agnostic at every point in the value chain.” He also pointed to the great number of ARM licensees as a reason that ARM will not be acquired, “There are 800 licensees out there. Most are perpetual licenses. They last forever. The worst that company could do is seriously inconvenience their competitors.” It’s a strong argument against any kind of acquisition, but an even stronger argument for ARM’s continuing, and growing, market presence."
Seeking Alpha has Arm Holdings as one of the seven best performing large cap tech stocks and states that: "Out of nine analysts covering the company, three have buy ratings, four have hold ratings and two have sell ratings." As I am writing this the share price is 590.00. Hmmmm ...
You were saying? All my calls so far have been right. I dislike the personal put downs here and it makes me think whether the voices stem from those with an interest in talking Arm's shares down. Reasons for directors selling their share can be plural, other than the most obvious to outsiders. To be considered though. For me, Intel's toe-hold into Arm's 'universality' raised an eyebrow and a note for caution. I believe the Arm situation is in a state of flux. Several financial organisations have recently labelled Arm as a buy.
You're correct I'm not a shorter. I just got fed up with JC's post suggesting that there was going to be a T/O immediately, which given subsquent events, quite clearly wasn't the case. At the same time I looked at other boards with 'spookily' the same TO rumours! Advise caution because it is all rumour and speculation at the moment. Keep an eye on the NASDAQ this evening etc. My impression is that Arm is trying to retain its independence and universality, while admitting that it is a "valuable" company. Intel's rumoured interest and bid figures would seem logical. My personal opinion is that this stock will go through the roof and that more than one takeover bid will emerge.
Your posts on ARM puzzle me - I have come to the conclusion you are NOT shorting, but chewing over another punt, 'Lord, I believe; help thou my unbelief!' How about a small bet, buy in one of the many dips and HOLD. I too, think a T/O is unlikely, but after AU. who knows?
Was berated the other day for suggesting a T/O was not on the agenda despite good rampers efforts Despite what it says here the transaction was a sell. ARM Holdings plc (the "Company") announces that Mike Inglis, who is a Director of the Company, today sold 150,000 shares at a price of 557.31 pence per share. His total resultant shareholding is 100,775 shares. http://www.investegate.co.uk/Article.aspx?id=201109011147504385N If a T/O was imminent he'd have held on - LOL
While I was writing my last post, the share price was 570.00, but then seems to have dropped briefly to 535.00 while posting it. Strange.
I detect some powerful forces in play! Microsoft and Arm involvement possibly influencing Intel and Google get-together, which might affect Arm's 'universality' ethic - greasing the wheels for any take over bid, if it happens; big money trades; factionalisation and battle lines being drawn; some feeling this is a good time to sell; etc. ... I have a feeling the share price rise will be checked and possibly fall, followed by further power play! Too much swirling around makes me hesitant in making a medium/long term call.
Lot of negging in LJEB's post, but interesting nonetheless. Also indirectly from Apple who came out and said British companies are lagging behind other countries in IT. However, it sounds to me that the share price is being talked down for one thing only - takeover and to my mind with Apple being the most likeliest candidate. Incidentally, I don't believe that a takeover is necessary for these shares to rise further. Qualcomm's Snapdragon range of chips which have a licensed Arm core (e.g. the MSM8960) are reported to have broken the long-standing relationship between Intel chips and Windows software.i.e. on Windows 8 - tablets so far Also, Arm recently announced that it has vacancies for an additional 100 top designers. It seems that Arm thinks it's on the up.
You are saying nothing new, that has not also been said about APPLE, Microsoft & Au. How would Shorting those companies have worked out? It may require a leap of faith but so far ARM have EXCEEDED expectations. I heard this stuff, when my shares were 80p, 149p, 300p & 450p. A big US bank recently had the good grace to say that they had got ARM completely WRONG for years, but perhaps you know better. LOL with your Short. I haven't got the patience to refute your 'Opinions' point by point , suffice to say you appear confused.
Why I think ARM is massively over valued: 1. ARM is currently used in all iPhone/iPads, it is used in all Samsung's Galaxy range, 2 chips have been in every Nintento DS ever made. So comments about taking 25% are daft, it already has about 75% of all smart phones. 2. ARM has been the most used embedded chip for years, billions have been sold, adding a few million smart phones is nice but at best this may double or eventually triple company profits, but look at the PE and the profits would need to be 10x to make this a good investment for dividends. 3. Don't get your hopes up on Microsoft and Windows on ARM; When Windows NT (the core of NT3.51, NT4, Windows 2000, XP, Vista, 7 and will be 8) was first released supporting: x86 (Intel), MIPS, Alpha, and PPC (aka Power), adding Itanium for a few years this century. Microsoft never gave anything other than x86 full support and only kept the Alpha going as that was the system they used to do all 64 bits work on before AMD64 (aka x86-x64). 4. Competition: There are a few processors that are in direct competition with ARM, Hitachi make low end SoC (System on Chip) that allow 3rd parties to add specialist extensions just like ARM, but the big rival is MIPS. MIPS now sell the basic designs just like ARM with very low power 32 bit SoC's to mid range CPU's, but they also have a mature 64 bit processor already designed, that was used by SGI (they bought MIPS in late 90's ) in their workstations. 5. Competition from China: Those MIPS designs above have been fully licensed by the Chinese for the own assault on the CPU world (Google for "MIPS +Longsoon +Godson"). The Chinese Gov intend to use thes chips in all future military kit to avoid reliance on western companies, but they also intend to use these chips in everything from embedded systems, smart phones, PC's, and severs. It may be another 2-3 years before they get their act together, but would you bet on ~25% of the planets population not creating a successful market? 6. Watch the company directors and where they are investing their own money. Ever since this share went above about £1.20 not a single director have kept a single share given to then in options. If you were an executive of this company and though these shares were worth anything like £5-6 would you have been selling everything you had when they were going for £2? 7. Company buy out rumors: Why? Intel would never be allowed by the monopolies people (without massive payoffs) as giving what is now one of only 2 possible contenders to x86 to the current x86 dominant company. As for Apple why would they buy the company when they get everything they need for a much cheaper license, just like Samsung, Sharp, AMD and all the other license holders, non of whom would want one of the others to try taking control or interfering with their products. The above is just the opinion of one guy, who (so far) makes slightly fewer bad investments than good.
LONDON (SHARECAST) report published minutes ago: Merchant Securities analyst Julian Tolley said that the firm is already well-placed to take a significant market share (of at least 25%) of smart phones. Tolley speculates that ARM Core processors will be used in ultrabooksm laptops, iPhone 5 launching in October and cut-price version of the current iPhone 4. MS give Arm a buy rating and 580p target price.
arm creeping up again today, are people buying in on speculation? could there be something happening very soon?
Oh i have I first bought arm shares in 98/99 for 190 and sold for over £6 a year later with share splits etc There was T/O rumours back then as well http://www.digitallook.com/companyresearch/10111/ARM_Holdings/company_news.html Anyway the good news is Arm will go up today - as will most FTSE shares boyed by DJ rising GL with you 'promotion' of it anyway
'ARM sells microchips' NO. Learn a bit about this UNIQUE company before pontificating. What other company has the same business model? That would be the only meaningful comparison. ML had the last laugh on all the 'Lunchtime O'booze' Analysts who didn't get AU. either.
too late for me , was put off today by someone on the board who suggested not to buy at present, As a newbie , i listened.... was stated that the fundamentals were not quite right for takeover. sorry i am not exact with what was said, plze forgive any inaccuracies
come 8am tomorrow morning .. arm up 70% as they are taken over.. woulnt that be nice!!
Same question as trevi, SP tomorrow morn at 8 am?
thanks for that info will be keeping an eye out tonight, but could something happen over night?
Advise caution because it is all rumour and speculation at the moment. Keep an eye on the NASDAQ this evening etc. My impression is that Arm is trying to retain its independence and universality, while admitting that it is a "valuable" company. Intel's rumoured interest and bid figures would seem logical. My personal opinion is that this stock will go through the roof and that more than one takeover bid will emerge.
Hope not too late to get in! look interesting. what do you mean by CAUTION.? if in the event of an aborted takeover what will happen to the sp?