Good luck for the morning everyone !

2 Large buys, Nearly 3.5 Million shares.

I something IS Brewing!

Cancelled out by big sells now

RISC technology is the Chip for the future. This is one you have to put on your screen. Price today went up and down again this morning. May suggest a good opportunity to buy in now.

Intel is due to release result soon. Positive news on chip sales for last quater. Time to place your bet.

RNS


ARM Holdings PLC
15 January 2004





ARM HOLDINGS PLC


Q4 AND FULL YEAR RESULTS ANNOUNCEMENT



ARM Holdings plc, the microprocessor designer, will be announcing its financial
results for the fourth quarter and year ended December 31st 2003 on Tuesday 27
January 2004.



-ends-



Enquiries:

Sarah Marsland/Juliet Clarke

Financial Dynamics Tel: 020 7831 3113

Price has gone up 4% since yesterday. Its financial result is no mystery. I anticipate a rally on this one.

Figures due 27 Jan........should be good?

I can't judge for you. IMHO Yes.

General demand for wifi and telematics will be strong this year;

I was told that the most popular helpdesk technical enquiry at BT over the last 3 months has been for wireless networking in the home.

source IDC:
8. Public WiFi Will Race On, Enterprise WiFi Will Ramp Up: IDC predicts that public WiFi hotspots will continue to proliferate -- nearly doubling worldwide from 50,000 in 2003 to almost 85,000 in 2004 and Western Europe will be a key market, tripling from over 8,000 hotspots in 2003 to over 24,000 in 2004. In 2003, enterprise deployments in carpeted environments stalled in part due to security concerns bur next year, IDC predicts the general enterprise will begin to use WLAN for primary connectivity in small and temporary offices but large office use will be limited to conference rooms and common areas

10. The Next Digital Leap Is In The House -- Again: IDC says the rapid growth of digital media adoption is one of the most important structural changes in the evolving IT industry, and 2004 will be yet another year of consumers driving the market in adopting new media technologies. Some milestones IDC expects to see in 2004: worldwide shipments of camera phones will almost double to over 90 million; more DVD deck dollar sales will come from DVD recorders than players; and broadband access will be found in over 40% of worldwide online homes, finally breaking the 100 million mark. IDC predicts that HP, Gateway, and Dell will lead the industry into the digital home

ARM owns a majority of the IP in the designs for most wireless chips on the market. More wireless chips sold around the world = more licence fees for ARM...I think this will be a great year for them...I'm in.

Another 1.9% added to your profit on today alone. Closer now to 27 and more investors have realised its potential.

See partners and Contracts for Last month alone. Price drop slightly after a small rise this morning. Could be chance to enter now.

13 January 2004

JERUSALEM, ISRAEL AND CAMBRIDGE, UK – Jan. 13, 2004 – MobilEye, Ltd., a leading developer of vision-based-intelligent transportation systems designed to enhance driver comfort, and ARM [(LSE:ARM); (Nasdaq:ARMHY)], the industry’s leading provider of 16/32-bit embedded RISC processor technology, today announced that MobilEye has licensed the ARM946E-S™ microprocessor core. The ARM technology will be integral to MobilEye’s creation of customized system-on-chip (SoC) designs for real-time visual recognition and scene interpretation technologies.

12 January 2004

Shanghai Jade Licenses ARM Prime Starter Kit for DCP SoC
SHANGHAI, CHINA AND CAMBRIDGE, UK – Jan. 12, 2004 – Shanghai Jade Technologies Co. Ltd., a leading developer of DCP (Digital Content Processor) SoC in China, and ARM, [(LSE:ARM); (Nasdaq:ARMHY)], the industry’s leading provider of 16/32-bit embedded RISC processor technology, today announced that Shanghai Jade is the first company to license the ARM926EJ™ Prime Starter Kit. Shanghai Jade will leverage the ARM technology in system-on-chip (SoC) designs for digital content processors for next-generation products for the Chinese consumer, communication and computing (3C) markets. Production is scheduled for the Q4 of 2004.

23 December 2003

Sharp Microelectronics' ARM Microcontrollers Selected by Fisher Price for Product Roadmap

CAMAS, Wash.--(BUSINESS WIRE)--Dec. 19, 2003--Sharp Microelectronics of the Americas announced today that Sharp has been selected as the microcontroller platform for Fisher-Price's product roadmap for certain electronic toys.
Sharp's family of Blue Streak(TM) 16/32-bit microcontrollers offers superior flexibility, integration and performance via Sharp's ARM7-based MCU. Sharp's high level of support - both generic software and development tools and dedicated support - also differentiates Sharp from other MCU companies. With these features, the LH754xx family suits designs of today's products while also providing enough power for future, more advanced electronic toys from Fisher-Price.

25 Nov 2003

M-Systems (Nasdaq: FLSH), a leader in flash-based data storage products, today announced that ARM (LSE: ARM and Nasdaq: ARMHY) is now supporting Mobile DiskOnChip as the standard boot and local storage device within the Versatile Platform Baseboard, the latest product in the ARM RealView Versatile family of hardware development solutions.
The ARM hardware development solution, which consists of the RealView Integrator™ family and the RealView Versatile family, is used by leading hardware and software vendors to reduce development time for products based on ARM microprocessors. Mobile DiskOnChip is used as the boot device on the Versatile Platform Baseboard and it provides up to 64 megabytes (512 megabits) of reliable, high performance flash disk capacity. Optimized for mobile products, Mobile DiskOnChip enables multimedia and a variety of other applications with only minimal integration efforts, thereby saving valuable time-to-market.

Shake before result. Typical.

Get in while its cheap!!

ARM Q4 beats analyst expectations;

sees improved industry outlook 2004 -UPDATE

(Adding more on licensing, royalty revenues, acquisition of US' Triscend Corp)

LONDON (AFX) - ARM Holdings PLC, the UK microprocessor designer, said that fourth-quarter income before tax rose to 8.9 mln stg compared with 5.5 mln stg in the same period last year and said it sees an 'improved outlook' in the semiconductor industry this year.

The pretax profit figure compared with the consensus of analysts' forecasts of 7.3 mln stg.

Fourth-quarter product revenues expanded to 29.7 mln stg versus 28 mln a year ago.

Service revenues were unchanged at 4.3 mln stg.

Total revenues were 34.0 mln stg versus 31.7 mln in the previous quarter and 28 mln stg a year ago.

License revenues in the fourth quarter decreased marginally in sterling to 12.9 mln stg from 13.1 mln in the third quarter, ARM said.

Operating margin increased to 22.3 pct, up from 17.7 pct in the third quarter.

Tim Score, chief financial officer, said activity levels in the semiconductor industry and recent industry data indicate 'more favourable trading conditions' and an 'improved outlook' for 2004.

'It remains uncertain, however, as to how quickly these improved conditions will feed through to sustained levels of higher licensing activity for ARM,' he said.

With approximately 90 pct of ARM's revenues being earned in dollars and costs being predominantly sterling denominated, the ongoing weakness of the US dollar continued to impact results, he warned.

The effective average exchange rate in the fourth quarter was 1.68 usd compared to 1.59 in the third quarter, thereby having a negative impact of approximately 1.9 mln stg on ARM's Q4 revenues when translated into sterling.

The gradual pick up in licensing activity seen in the third quarter continued in the fourth, ARM said.

Taking into account the 16 licenses for microprocessor cores that were

signed in the fourth quarter, a total of 51 licenses for microprocessor cores were signed in 2003, comprising 25 multi-use licenses and 26 per-use licenses.

Twenty-six new companies joined the ARM partnership in the year, bringing the total number of semiconductor partners at the end of 2003 to 128, the company said.

ARM said today it has entered into an agreement to acquire Triscend Corp, a company specializing in ARM core-based microcontrollers, for cash a price of 13.2 mln usd plus further cash consideration of up to a maximum of 1.8 mln usd, depending on the achievement of certain revenue targets in the first twelve months after completion of the acquisition.

ARM views the microcontroller market as a 'key emerging market'.

Royalty revenues earned in the full year were 44.3 mln stg on 782 mln units shipped, up 65 pct and 71 pct respectively on a year ago.

Royalty revenues recognised in the quarter were 12.8 mln stg on 236 mln units shipped, up 64 and 86 pct respectively on a year ago.

oliver.wagg@afxnews.com

ow/slm/rn

All good fun today.