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?

Yes, because ARM have secured a new contract with Samsung to provide a couple of chips for their phones to the detriment of Imagination Tech (IMG) who have lost the contract.

That will be four quid.

This lot hit the sp heavily:
ARM Holdings plc ("the Company") announces the following dealings by Directors and PDMRs:

On 10 September 2010 Tudor Brown, who is President of the Company, sold 150,000 shares at a price of 402.5 pence per share. His resultant shareholding is 916,834 shares.

On 10 September 2010 Mike Muller, who is Chief Technology Officer of the Company, sold 300,000 shares at a price of 402.37 pence per share. His resultant shareholding is 1,461,857shares.

On 13 September 2010 Mike Inglis, who is General Manager of the Processor Division of the Company, sold 100,000 held his Self-Invested Pension Plan at a price of 402 pence per share. His resultant holding is 207,246 shares.

On 13 September 2010 Young Sohn, who is a non executive director of the Company, sold 25,000 ADRs (equivalent to 75,000 shares) at a price of US$18.7168 per share. His resultant holding is 84,000 shares.

On 10 September 2010 Patricia Alsop, who is a PDMR sold 80,000 shares at a price of 405.4 pence per share. Her resultant shareholding is 55,455 shares.

On 9 September 2010 Ian Drew, who is a PDMR, exercised an option over 20,000 shares at a price of 118.50 pence per share and sold the shares at a price of 405.39 pence per share. His resultant shareholding is 76,648 shares."

ARM has dismissed rumors of an acquisition by Apple as completely nonsensical, and says that while Intel may make more money from their chips, ARMs customers are well ahead in sheer numbers. Speaking to the NYTimes, ARM CEO Warren East said that our customers sell about 4 billion chips a year, and that he laughed about the takeover rumors with the folks at Apple. When it comes to the ARM/Intel battle, though, hes more serious: We dont look like Intel, were never going to be a $100 billion outfit.
In fact, East dismisses the idea of a David and Goliath fight between his company and Intel, blaming commentators and press for attempting to hype the division between the two firms. We evolved under low-power pressures, says ARM VP of research Krisztian Flautner, it set us on a different evolutionary path.

Q3 results.

With iPhone4, iPad and iPod Touch gaining popularity, ARM is a strong buy at 371p.

Now 362p with a broker downgrade!

Broker are also trying to get in at a lower sp. Now 366p.

Arm looks to cash in on tablet market

Arm, whose chip designs are used in Apples iPad and iPhone, is expecting to benefit from growing demand for tablet computers.

Speaking as the group revealed third-quarter results, Warren East, chief executive, said Arm was excited that this years launch of the iPad had opened up a new market for tablet computers.

The group which licenses its low-powered chip designs to semiconductor manufacturers and then collects royalty payments said that new tablets from Dell, Research in Motion and Samsung Electronics would all contain its semiconductor designs.

Last week Gartner, the research group, said it expected tablet sales to more than double in 2011 from an expected 19.5m units this year, and surpass 208m units in 2014 as rival technology groups launch tablet products.

With economy improving in UK, computers and mobiles sales will rocket.

Business as usual ?

Buyers chased technology company ARM 14.3p higher to 385p. Galvan Research reckons ARM remains the darling of the tech sector and in the wake of the tablet and smartphone mania of 2010, the chip designer is likely to see further significant benefits going in to 2011.

Read more: http://www.dailymail.co.uk/money/article-1331165/MARKET-REPORT.html#ixzz15mtv9lLP

Anyone for a fiver?

More rumours from across The Pond:
"We believe the convergence of three enablers Android, ARM and touch have the
potential to end the dominance of Microsoft and Intel in what we now know as the PC
market."

RNS Number : 0214Z

Arm Holdings PLC

06 January 2011

6 January 2011

ARM HOLDINGS PLC

FOR IMMEDIATE RELEASE

Microsoft to support ARM based System on a Chip (SoC) architectures for next version of Windows

ARM notes the announcement from Microsoft Corp. at the 2011 International Consumer Electronics show in Las Vegas that the next version of Windows will support system on a Chip (SoC) architectures, including ARM-based systems from NVIDIA Corp., Qualcomm Inc. and Texas Instruments Inc.

Commenting on the announcement, Warren East, Chief Executive Officer said:

"We are excited by Microsoft's announcement, which marks a significant milestone for ARM and the ARM Partnership, and we look forward to working with Microsoft on the next generation of Windows. Windows combined with the scalability of the low-power ARM architecture, the market expertise of ARM silicon partners and the extensive SoC talent within the broad ARM ecosystem will enable innovative platforms to realize the future of computing, ultimately creating new market opportunities and delivering compelling products to consumers."

Ends

10 years ago i held these when they were about 30.00! ..... anyway, very late in the day, i bought this morning at 502

From Deutsche:
Our estimates assume gains in PC market: In our recent note "If ARM ruled the world" we highlighted that we expected Microsoft to port Windows to run on ARM in order to continue to be able to address the growing low-power tablet and netbook markets. We currently model ARM's share of the combined tablet and netbook market (70m units in 2012, 100m units in 2016) is 50%. Depending on Intel's success with its next-generation Atom processor that will address these markets, our estimates could be conservative. We also believe that ARM will gain share in the server market, where we model ARM gains 25% share of processors by 2020.

Momentum remains strong, but valuation demanding: ARM remains a scarce and high-quality pure-play on exploding smartphone and tablet adoption. Furthermore its low-power architecture looks set to gain share of other embedded processor markets such as 32-bit MCU's. We model significant long-term share gains in all of ARM's addressable markets, yet the stock trades on a demanding 40x adjusted 2012 P/E excluding stock option expense and 58x if we include stock option comp. Hold.

J P Morgan:
Although Microsoft did demonstrate Microsoft Office running natively on ARM at CES yesterday, all developers will need to build programs for ARM processors if these programs are to work. Current Windows programs will NOT work on ARM processors.

No impact of the Windows PC units will be seen on ARM royalties till 2013 and thus with the stock trading at 50x EPS there could be many quarterly disappointments on the way esp. given the huge multiple.

I've just taken a large chunk of my remaining holding off the table @506. There may be more to come, but they have been good for me. Good luck to those that still hold.

Taken mine off at 496. There will be plenty more opportunities from this share, and I've made loads from them over the past few months.

Just bought a few back @479.4.