ARM price seems to be going through a three month flattish period after a 1 year or so steady rise. Any views on what might happen next?

With the new IPad launch yesterday, probably better to be long rather than short.

Inded indeed. markets turned on a sixpence in last 24 hours.

ARM (ARM)

Another Broker upgrade on ARM
out this afternoon.

ARM Holdings FTSE 100 Technology Neutral 600 567.5 5.7% Exane BNP Paribas

Target SP 600p 5.7% upside

ARM

Almost a tip in Investors Inteligence
this morning.......

Meanwhile, the short in ARM was also stopped out as the stock gapped up yesterday (the IPad 3 effect?). Looking back, I was dumb not to tighten the stop on Wednesday.

ARM (arm)

Range trading on ARM proving
to be a very profitable stratergy.

The ONLY way is up at present.

Flippin' heck, two days ago there was -37% DOWNSIDE!!! Far too scary for my liking!

ARM accelerates as large-caps extend gains

ARM’s chips are found in smartphones made by the likes of Apple and Samsung, as well as in items such as printers and sewing machines. The Apple connection appeared to be getting traders hot under the collar as they reacted to Apple’s new iPad, a new version of its tablet computer.

But as well as that excitement, ARM investors were also heartened by Morgan Stanley upping its rating to “overweight”.

Depends wether your trading or investing with ARM. If your trading you have to be ready to go with the direction of the present trend or you can get burnt badly.

Taking a small loss here or anywhere is better than letting a trading stock become an investment stock. If you cant do that and get emotional you wont get anywhere as a trader.

Anton Kreel chap who was in Million dollar traders prog a couple of years back BBC 2 commented on ARM a few days back on twitter. Said something like... anybody who thinks because ARM is a good company is a good investment is deluded.

Here we are his exact tweet........

Anton Kreil ‏ @AntonKreil

Anyone who thinks ARM Holdings is a great stock needs to stop takin those mushrooms. A great company doesn't necessarily make a great stock

https://twitter.com/#!/AntonKreil

Arm's latest processors aim to stretch internet's reach

Arm Holdings has unveiled what it describes as the "world's most energy-efficient microprocessor" design.

The firm says that microcontrollers based on the "Flycatcher" architecture will pave the way for the "internet of things" - the spread of the net to a wider range of devices.

BarCap note today:
"We upgrade ARM to 1-Overweight and raise our price target to GBP7.25 as we see smartphone and tablet growth driving upside to expectations and a return to positive estimate momentum. ARM shares performed weakly over the past year as the market digested its prospects in the PC market and earnings momentum slowed. With continued upside being seen in the smartphone and tablet segments, and ARM retaining its strong position in both despite threats from Intel, we see ~10% upside to consensus estimates for 2012/13 and raise our rating to 1-Overweight.
ARM v Intel: limited change in core markets, tablets positive for ARM: Our sector report issued today looks in detail at the ARM vs. Intel battle. Both sides are moving into the others’ market, but we do not see material shifts in smartphone or PC share. We forecast tablets to grow strongly and for ARM to retain the upper hand. On Windows on ARM, Microsoft’s disclosure has resulted in a more modest expectation of adoption of ARM in PCs, contributing minimally to 2012/13 estimates."

RNS Number : 6906A

ARM Holdings PLC

03 April 2012

ARM, Gemalto and Giesecke & Devrient announce the creation of a joint venture

CAMBRIDGE, UK - APRIL 03 2012

ARM, Gemalto and Giesecke & Devrient today announced the creation of a joint venture dedicated to delivering a trusted, secure environment for advanced services running on smartphones, tablets and other smart connected devices.

Each of the three companies is contributing assets to the new independent company, including patents, software, people, cash and capital equipment. ARM is providing working capital and employees, mainly engineers and market development staff. The cash contributed by ARM is not significant in the context of ARM's balance sheet.

ARM will own 40% of the joint venture, with Gemalto and Giesecke & Devrient owning 30% each.

1st Quarter Results.

Progress on key growth drivers in Q1

· Growth in adoption of ARM® processor technology
o 22 processor licenses signed across all target end markets
o 8 Cortex™-A licenses signed, including licenses for Atlas and Cortex-A15 for use in servers
o 10 Cortex-M class licenses, including a further license for ARM's smallest and lowest power Cortex-M0+ processor for use in next generation Internet of Things devices
· Growth in shipments of chips based on ARM processor technology
o 1.1 billion chips shipped into mobile phones and mobile computers, similar to a year ago
o 0.8 billion chips shipped into consumer and embedded digital devices, up 15% year-on-year
· Growth in outsourcing of new technology
o Physical IP: 3 Processor Optimization Pack licenses signed for Cortex-A family processors, further increasing the royalty opportunity from high-value chips in mobile computers, smartphones and automotive infotainment
o Graphics: 2 licenses signed for Mali™, taking advanced 3D graphics into low-cost smartphones

Barclays reiterates it's Overweight Tp 725p

JP Morgan Cazenove reiterates it's Neutral Tp 540p

Natixis Bleichroeder Upgrade to Buy Tp 625p

It's a good company, possibly one of the few "Global Brands " which started in UK. However, I don't like the PE ration as a stock-buyer . . . but do like their recent JV to create more-secure smartphones, etc. and graphics too.....
+ This is the sort of thing that Dolby did for Audio - - - - no-one* knows what it is, but they are willing to pay a little to have it, just in case.


*I mean the average retail Buyer, in Comet, say.

ARM get a mention here.

Interim figures from ARM Holdings on Wednesday should be worth a look. The shares piled up from a 2009 low of 81p to reach 650p last year, as chips from the Cambridge based designer found their way into Apple iPhones and all manner of other portable devices.

They've floundered a little since then, falling back to 497p today. But there are hints that the company's intellectual property should set it up for a fresh growth phase, as the boom in mobile computing is really still only in its infancy. Okay, the shares are on a prospective P/E of 36 for the year to December, but they've been much more highly rated in the past and still gone on to greater things.

dreamcatcher - I've been watching these again this week - starting to look interesting.

They do skinny, my funds are all locked up at the moment.

Results for the Second Quarter and Half Year