Gone short on Arm it has broken through support and appears that there is nothing until 50p

Shorting ARM of 1st July would have seemed fairly reasonable. The timing however would have been unfortunate as ARM was heading for a break out. So in retrospect it may look silly. Its always easy to be wise after the event!

There has been a recent retracement as the markets have reacted to the OPEC statement. If, as I suspect the 28 USD per barrel OPEC target does not hold, a continued recovery looks probable IMO.

ARM is very well placed to profit from any recovery in chip usage & many everyday items rely on chips. I think that ARM will do very well over the next year, as long as the recovery is under way. If the recovery fades then I think ARM will just move sideways.

Fly by Night

Red

Thanks Red - I think I will remove my sell limit and await higher things in that case! (trust, it's all about trust)

Well, the price has just touched the bottom of a 6-month uptrend channel and bounced so there's a good chance of a nice upswing which I reckon could take it to 135p in about 6 weeks.

Watching closely this morning. Streaming's better than watching laundry go round! Seriously - lot's of activity - one of my better buys for sure!

Rising up ...1.05p -1.10p not a prob i think...I bought some on the weakness yesterday...

some good news out today with arm/superscape...

Court Rules in Favor of ARM in Patent Infringement Suit


CAMBRIDGE, UK Oct. 1, 2003 ARM [(LSE: ARM); (Nasdaq: ARMHY)], the industry's leading provider of 16/32-bit embedded RISC microprocessor solutions, today announced details of the company's patent infringement litigation with Nazomi Communications, Inc., over ARM's intellectual property incorporating the current commercial design of its Jazelle Java accelerator technology.

Yesterday, Judge Fogel in the United States District Court for the Northern District of California issued his ruling on ARM's early summary judgement motion in Nazomi's patent infringement suit against ARM. Judge Fogel's decision favors ARM and grants ARM's motion for partial summary judgment by ruling that products using the current commercial design of ARM's Jazelle technology do not infringe on Nazomi's U.S. Patent number 6,332,215. Only the part of the lawsuit that relates to earlier, discontinued ARM prototypes will, for now, proceed. This decision means that ARM may continue to provide leading designs of microprocessor solutions incorporating its Jazelle Java accelerator technology to the market.
http://www.arm.com/news/court0110

Fly by Night

Red

Today's ARM News from the US.
Another small rivet in the good ship ARM!

Fly by Night

Red

Complete article at :-
http://finance.lycos.com/qc/news/story.aspx?symbols=NASDAQ:ARMHY&story=35944823

6 October 2003, 11:00am ET

SANTA CLARA, Calif. and CAMBRIDGE, England, Oct. 6 /PRNewswire-FirstCall/ -- National Semiconductor Corporation (NYSE:NSM) and ARM (Nasdaq: ARMHY; LSE: ARM) today released PowerWise(TM) Interface (PWI) technology, jointly promoted as an open standard interface for system power management. PWI technology enables rapid deployment of advanced power management solutions in handheld electronic devices by providing an open, industry-wide standard for the interconnect between digital processors and power management integrated circuits.

Today's portable electronic devices such as mobile phones, handheld gaming consoles and portable media players offer a host of new benefits for consumers. However, these benefits place a significant strain on the power budget. Designers now face the dilemma of having to reduce the power consumption of digital processors while simultaneously maximizing battery life. This dilemma has led to the development of more advanced power management solutions that dynamically reduce power consumption based on the application software workload and environmental conditions. PWI technology provides the hardware interconnect standard for universal deployment of such solutions.

"PWI technology represents National's commitment to provide the most innovative and advanced power management solutions to the portable electronics market," said Peter Henry, vice president of portable power systems, National Semiconductor. "The adoption of an industry standard for system power solutions will propel the continued growth of the mobile phone and handheld markets."

Leaders in the mobile industry have welcomed the move toward standardization. "Intel recognizes the importance of energy management in cellular systems and endorses open industry standards. National's PWI is complementary to Intel's Wireless SpeedStep(TM) technology -- together they can lead to significant reductions in power consumption for cellular and handheld products," said Duane Mills, Senior Principal Engineer in Intel's PCA Components Group.

"Samsung applauds the efforts of National Semiconductor and ARM in releasing the PowerWise Interface open standard," said Mr. HS Seo, senior engineer of Mobile Communication Division in Samsung Electronics. "PWI technology is a cutting-edge power management solution and we expect the PWI specification to offer great savings in battery life."

"PWI technology is the result of collaboration between ARM and National Semiconductor and includes significant contributions from key mobile phone, semiconductor and power management IC vendors across the industry. PWI reflects our continued commitment to provide the most advanced power management technologies and solutions," said Oliver Gunasekara, Director of Wireless, ARM. "The development of a common interface is an important step in simplifying the design process and will significantly accelerate the deployment and adoption of innovative power management technologies."

C

ARM news:

Oct 17 2003 7:30AM (PR Newswire)
SRS WOW(TM) Technology Available on ARM Processors for Mobile Phone and Embedded Device Manufacturers

http://finance.lycos.com/home/news/story.asp?story=36124487

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
ARM mentioned towards the bottom of the page in the following.

Oct 16 2003 8:51AM (Forbes.com)
AMD Sees Common Language For Handhelds, Desktops

http://finance.lycos.com/home/news/story.asp?story=36106984

Fly by Night

Red

Today's batch of ARM news!

Bosch Selects AXYS Design's Software Tools for Next GenerationCar Electronics
Oct 20 2003 2:00AM (BusinessWire)
http://finance.lycos.com/home/news/story.asp?story=36142276

NEC Electronics and ARM Announce Long-Term Strategic Collaboration
Oct 20 2003 5:00AM (PR Newswire)
http://finance.lycos.com/home/news/story.asp?story=36142744

LSI Logic Shortens RapidChip(TM) Design Time with System CoreWare(R) IP
Oct 20 2003 8:00AM (PR Newswire)
http://finance.lycos.com/home/news/story.asp?story=36143781


Fly by Night

Red