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"Tough times in the semiconductor business sent both revenue and profits tumbling at chip designer ARM over the past three months, though it increased the interim dividend by 10%."
Barclays Capital initiated coverage of semiconductor designer ARM Holdings (ARM) with an 'outperform' rating and a price target of 120p, and said clients should take advantage of any foreign exchange-related weakness in the share price. "In addition to continuing to generate good growth from the mobile market, Arm's fundamentals will increasingly be driven by share gains in new end-markets, not just the oft-discussed netbooks but also microcontrollers, consumer electronics and storage," BarCap said. Though acknowledging that the recent revival in the value of sterling will act as a drag on top-line growth, it still expects Arm to outperform the sector. ARM shares finished 3p ahead at 108.25p
The latest ARM chips are being used in the Palm Pre and the New Iphone due out next week. Apple is also tarketing a more mass market by cutting the price of the 8gb iphone to $99... this can only be good for ARM this year. Google Android powered netbook will also mostly use ARM since intel's atom can't touch the power savings of the ARM chips.... this can only be good for the share price this year. GL
So Golman Sacks have changed their mind. That was quick. I wonder why they put them on their buy list in the first place. Also I see reports that intel are thinking of targeting ARM's market. Yu gota laff
ARM Holdings encounters selling after Goldman Sachs removed the chip-maker from its “buy” list.
Investors Chronny (crumbie) pumps these up, talking about them in glowing terms, all the high tech chips will still be in demand with attendant growing ever higher ticket royalties even though the economy is in melt down, Market makers pumping them up and what we all expected the board all want to sell. This weeks IC lists 4 or 5 board members selling. Well if the Company doesnt have prospects good enough for the CEO and a bunch of Director chums I'me a bit hacked of they get their friends to ramp so they can sell into the rise. OK tell me I'me wrong. Which way will the share go from their sale price. Yip down down down. Another watchdog sound asleep. And they lock a tramp up for stealing a bottle of milk
Goldman Sachs reiterates "BUY"
good company but uncertain times better to wait to see how things go
“Shares in ARM Holdings jumped 6.5p to 93.5p as the Cambridge based microchip designer reported a sharp rise in fourth quarter sales despite the industrywide slowdown. The company, whose semiconductors are used in various consumer electrical goods including Apple's iPhone, said fourth quarter revenue climbed by 47% to 94.4 million pounds while net income rose to 17.6 million pounds from 9.9 million pounds. Normalised pre-tax profits came in 57% ahead at 33.4 million pounds. Full year revenue rose to 298.9 million pounds versus 259.2 million pounds last time, beating analysts' forecasts of 286.62 million pounds. The final dividend was increased by 10% to 1.32p per share. "Whilst not immune from the impact of the industry slow down, ARM continues to build an established base of licenses that drives long-term royalty growth," said the company. "The current licensing opportunity pipeline to enlarge that base further remains robust," it added. However, it also warned that the near-term outlook for the sector remains uncertain.”
Many Millions more sold than bought. Someone is holding this one up. It needs to go down to 40p until the autumn then it will be ready to move up. Is someone trying to move his stash of options. He certainly has some good friends, I'd like some to. In present conditions no way will it move above 85p. Needs another 2yrs. Obama will favour telcos in his rebuild of America so this is certainly on my buy list but not till late summer along with Colt.
Many Millions more sold than bought. Someone is holding this one up. It needs to go down to 40p until the autumn then it will be ready to move up. Is someone trying to move his stash of options. He certainly has some good friends. In present conditions no way will it move above 85p. Needs another 2yrs. Obama will favour telcos in his rebuild of America so this is certainly on my buy list but not till late summer along with Colt.
Some bad stuff coming here. Press reports of glut of products onthe shelves and likely to get worse with slow down - recession. Also some scientific reports likely to show some adverse effects on environment and wildlife caused by high levels of radio waves in our Urban environments. To wit the demise of the cute likle house sparrows. Any one old enough to remember gangs of house sparrows skirmishing on the pavements over bread crumbs will have wondered why no more. Well some boffin will atribute it to the arrival of the mobile phones wifi internet and remote meter reading. I think we will accept deaths from brain tumours by the thousands to keep our phones ( as we do with the motor car ) but the threat to wild life will be a little more difficult to negotiate. SO if you are into chips try to get a spread of applications which for me excludes ARM for now but never say never.
I see a big dump 5 minutes after closing ie 16.35pm. I'me never clear about the meaning of the timing but looks to me that in the last few we've turned sellers.
http://www.investegate.co.uk/Article.aspx?id=200804290701142952T__ and Above
Anyone else watching this one? A nice steady inscrease today, with a huge buy at the end £775k. With Goldman Sachs upgrading this to buy from hold a week ago, I'm surprised this wasnt picking up sooner. I think the 80's is certainly a good in.
These go Ex Div 30/4. So perhaps an upwards trend soon?
CAMBRIDGE, England, April 14 /PRNewswire/ -- ARM Builds on Successful Adoption of its Cortex-M3 Processor, Extending Reach Across Ultra Low-Power Embedded Applications, Cost-Sensitive Devices and Safety-Critical Solutions_______________http://www.investegate.co.uk/Article.aspx?id=20080414104800N7774
ARM mentioned a while back that 2008 could be tougher. ( Well, I think we all perceive that in general ) Now looking for new openings bags this project.__ CAMBRIDGE, England and OSLO, Norway, April 14 /PRNewswire/ -- Oslo-Based Start-Up Will Develop Very Low Energy Consumption Solution Using Industry-Leading ARM Technology______________ http://www.investegate.co.uk/Article.aspx?id=20080414103300N7757
bi sell late on today 1.2 m !!
New Operating System Chipmakers including ARM Holdings Plc, headquartered in Cambridge, England; Qualcomm Inc., based in San Diego; and Texas Instruments Inc., based in Dallas, showed off their prototypes running on Google Inc.'s Android mobile operating system. This is a free, open platform created by Mountain View, California- based Google and more than 30 partners, who have formed a group called the Open Handset Alliance. Based on prototypes shown in Barcelona this week, I can see Android competing with the iPhone's user interface and ease of use once phone makers and carriers decide to adopt it. ARM's demo unit showed a QWERTY keyboard and bears closer resemblance to a BlackBerry than the devices shown by Texas Instruments and Qualcomm. All three run Google applications such as Gmail, Google Maps and a mobile browser. The browser is the most interesting, capable of delivering complete Web pages similar to those on the iPhone.
762 K BUY AT THE END OF THE DAY .
The forecast for this year was not bad ,yet the shares took a tumble .I would have hated to see bad results . This price is a good one
Just wanted to say thanks to those that have commented following my first post on LSE share chat yesterday. I am feeling very re-assured that this is a safe bet in the medium to long term so am adding a larger number to my portfolio now and will sit on them for as long as it takes to a nice profit.
yep, it certainly a good price to be in on. Best keep eyes on any rns, as it wouldn;t surprise me if ARM been buying its own shares. Been with these a while now, and they have regularly bought shares at any time there are drops in the sp.
Noticed a big buy of £1.62M at 16.35 yesterday, somebody obviously agrees.