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?

Just sold the 479.4 @550 + 70.6.

well done .... with hindsight, sorry i bit the bullet, but have learned the hard way that hanging on in hope is seriously dangerous

Rachel Cooper, 19:27, Friday 14 January 2011

ARM Holdings recent rally showed no sign of abating on Friday as the designer of microchips for gadgets such as the Apple (NASDAQ: AAPL - news) iPhone surged to another decade high.

FTSE today: market report live

This time, ARMs rise came courtesy of Intel (NASDAQ: INTC - news) , its American rival and the worlds largest maker of microchips. Intel, which is regarded as a bellwether for the industry, defied a slowdown in PC sales to clock up forecast-beating revenue and also predicted a bright outlook for the first part of this year.

Investors in the sector took heart from Intels performance, sending ARM up 26 to 530p to claim the benchmark indexs yellow jersey.

Ian Robertson, an analyst at Seymour Pierce, said the read across for UK technology hardware is supportive but not inspiring.

While Intels strong figures did nothing to quell persistent gossip that it could make a tilt at ARM, Mr Roberston suggested that ARMs smaller peer, CSR (LSE: CSR.L - news) , could be in Intels sights. But he added that he was also fascinated by the recent suggestions that Intel is looking to acquire IQE (LSE: IQE.L - news) at 95p. Gossip earlier this week suggested that Intel could make a offer for the supplier of wafers to the semiconductor industry. CSR rose 1.3 to 413.3p, while Aim-listed IQE put on to 53p.

Despite ARMs best efforts, the large-caps sank into the red as traders fretted about the strength of the economic recovery. Prompting this concern was news that China had further tightened its monetary policy, which sparked anxiety that a cooling of the countrys growth may depress demand for commodities.

where now?!

Board Changes.

ARM Holdings plc is very pleased to announce the forthcoming appointment of three new independent non-executive directors. Janice Roberts and Larry Hirst will join the board on 25 January 2011 and Andy Green will join the board on 25 February 2011.

ARM HOLDINGS PLC REPORTS RESULTS FOR THE FOURTH QUARTER AND FULL YEAR 2010

Progress on key growth drivers in Q4
Growth in adoption of ARM processor technology
o 35 processor licenses signed for a range of applications including smartphones, mobile computers, servers and smartcards
o Microsoft announced that future generations of Windows operating system will support ARM-based chips
o NVIDIA licensed both Cortex-A15 and the next-generation ARM architecture for computing markets
o Strong licensing drives a 35% sequential increase in order backlog
Growth in mobile applications
o 1.1 billion ARM-processor based chips shipped into mobile devices
Growth beyond mobile into consumer electronics and embedded products
o 0.7 billion ARM-processor based chips shipped into everything from smart-meters to solid-state drives
Growth in outsourcing of new technology
o Physical IP: Freescale became ARM's first subscription licensee for physical IP at an advanced technology node; and a foundry licensed a royalty-bearing platform of physical IP.
o Graphics: 8 licenses for Mali, ARM's advanced graphics processor

Warren East, Chief Executive Officer, said:
"ARM continues to sign licenses with influential market leaders in an increasingly digital world, and as the industry chooses ARM technology in a broadening range of electronic products, it further drives our long-term royalty opportunity. The growth in licensing and royalty revenues, throughout 2010, has combined to deliver our highest ever annual revenues, profits and cash generation.

2011 will bring exciting opportunities and challenges as ARM enters competitive new markets and we are well positioned to succeed with leading technology, an innovative business model and a thriving ecosystem of partners."

Outlook
It is generally expected that, after a strong recovery in 2010, the semiconductor industry will see more typical growth levels in 2011. With ARM well positioned to continue to gain share, we expect group dollar revenues for the full-year to be at least in line with market expectations.

Damned if they do, damned if they don't. Directors'/PDMRs' shareholding

Hope investors havent forgotten the bullish broker SP targets on this stock from christmas...


Date Broker name New Price Old price target New price target Broker change

25-Feb-11 Bank of America Neutral 608.00p 238.00p 660.00p Upgrade

18-Feb-11 Morgan Stanley Overweight 620.00p - - Reiteration

14-Feb-11 Goldman Sachs Buy 651.00p 700.00p 800.00p Reiteration

Sound day for ARM. Lookin forward to more though.

ARM stock of the next decade.......

http://stockgumshoe.com/2011/03/navellier-teases-my-stock-of-the-next-decade.html

JUST REPORTED IN THE US....

9:26 AM Apple (AAPL) is reportedly dumping Intel (INTC) chips in favor of ARM-based (ARMH) chips for its laptops and possibly its desktops, SemiAccurate's Charlie Demerjian writes. Apple's alleged move to ARM processors is expected to take place "as soon as possible," likely when 64-bit variations are available by late 2012 or early 2013. ARMH +5.1%, INTC -0.7%, AAPL +0.9% premarket

http://seekingalpha.com/currents/all

RNS Number : 6948G

Arm Holdings PLC

17 May 2011

ARM HOLDINGS PLC - ANALYST AND INVESTOR DAY

CAMBRIDGE, UK, 17 May 2011-ARM Holdings plc will be hosting analyst and investor presentations today in London.

The presentations will cover the following topics:


1. Overview and ARM's 2020 Tudor Brown, President
Vision
2. Licensing and Royalty Evolution Graham Budd , Chief Operating
Officer
3. ARM Performance Computing Mike Muller , Chief Technology
Officer
4. Ecosystem and Software James McNiven, VP of Software
development Alliances
5. Q&A Chaired by Warren East, CEO

The presentation will be held at The Lincoln Centre, 18 Lincoln's Inn Fields, London, WC2A, and commences at 10am, with registration from 9:30am. There will be a simultaneous live audio webcast from the company's website at www.arm.com/ir.

Copies of the presentation and replay of the audio webcast will be available from the website by 5pm BST on 17 May 2011.

ARM ready to bounce back?...

http://www.streetinsider.com/Corporate+News/ARMs+CEO+Brown+Expects+to+Gain+Market+Share+with+Windows+8+-+Digitimes+%28ARMH%29+%28MSFT%29/6564548.html --------------------------------------------------------------------------------

RNS Number : 6130I

Arm Holdings PLC

17 June 2011

ARM Acquires OBSIDIAN SOFTWARE

CAMBRIDGE, UK , Jun. 17, 2011-- ARM(R) [(LSE:ARM); (Nasdaq:ARMH)], today announced that it has acquired Obsidian Software, a market leader in verification and validation used in the design of increasingly complex processors. Obsidian Software is a privately-owned company, with offices in Austin, Texas.

As System on Chip (SoCs) and processors grow in complexity there is an increasing need to develop more sophisticated verification strategies. This acquisition augments ARM's drive in matching its verification strategies with the rate of change in its high performance, complex SoC IP components.

"ARM and Obsidian Software have had a long relationship which started with early work on Cortex(TM)-A8" said Mike Inglis, GM and EVP, Processor Division, ARM. "The technology and people that will come with this acquisition are a significant addition to our capabilities in maximizing quality and reducing time to market of ARM-based SoCs."

"Obsidian Software has a long history of building advanced verification tools for the ARM architecture and enabling ARM partners" said Eric Hennenhoefer, President of Obsidian Software. "The ARM ecosystem will be extended by the addition of Obsidian Software's verification solutions, which will accelerate the success of the ARM architecture in the marketplace."

The Obsidian Software validation team will become part of an ARM Processor validation team based in Austin, Texas.

About Obsidian Software

Obsidian Software, a privately held company with gross assets valued at less than $2 million , has been providing processor verification products, verification consulting and training services to processor designers since 1997. Obsidian's RAVEN software has been used by many of the world's leading semiconductor companies. Obsidian Software has been recognized as part of the INC500, Austin Heavy Hitters and Austin Fast 50.

Could be the ideal timre to trade ARM here up to recent highs. Bounced right off 38% fibonacci retractment level today and looking strong for upward momentum.

Morgan Stanley note:
We have had lots of good news so far on ARM this year and are still believers in the long-term story. However, we believe that it might be time to take a breather on the stock given the strong absolute and relative share price performance this year. Downgrade to EW.
Forecasts unchanged but shares have outperformed and upside now limited. With the shares up 42% since the beginning of the year, ARM has outperformed the SOX index by 15% since mid-February (when the SOX peaked at 475). We still believe that ARM will maintain its 95+% share in smartphones, leading share in tablets, and take share in the laptop market when Microsoft launches Windows8 on ARM. However, with the share price close to our 625p PT (5% upside), we believe an OW is not warranted. We are not changing our above-consensus forecasts for 2012/13 and expect Q2 results (26th July) to confirm strong demand for ARM licenses.
What could take ARM higher to the next level?
1) Strong consumer demand for ARM based Windows8 tablets and laptops and the availability of these products with attractive form factors earlier than the H2 2012 expectation. 2) If Apple were to look at ARM for its Macbook product line (see our note dated 11th May The Race for Apple). 3) Servers and cloud computing We believe there is room for ARM in a server market dominated by Intel (95% market share) and AMD (5% market share). However, we are still waiting for ARM to announce a 64bit and multi-threading core.
What could bring ARM lower to the 500-550p level?
If Q2 results are just in-line and the macro environment remains difficult, leading to more consumer weakness related profit warnings, we could see PE compression on ARM, even with no cuts on estimates. At 500p, the shares would trade on 33x 2012 and 25x 2013 MSe PE.]

Harry - have a look at posts 5,8 and 9. Quite amazing - we thought the good news was all in the past !

Out now

ARM: Goldman Ups To Conviction Buy On Structural Growth

Technology is a big switch-off says analyst, and ARM is made scapegoat

Bank of America Merrill Lynch was to blame, choosing yesterday to published unfavourable research on a rash of technology companies, ARM among them.

Against a weakening economic backdrop, the broker argued that investors already own too many technology shares, unlike in the aftermath of the Lehman Bros collapse in September 2008 when such stocks did well.

Merrill shifted to more conservative earnings forecasts and valuations, telling clients that it thought ARM shares would underperform others. That, despite the companys 18.4 per cent fall since early July.

Alongside ARM, Merrill downgraded the French software company Capgemini, ST Microelectronics, a Swiss microchip company, and TomTom, the American satnav supplier.
The Times

Just a minor point, TomTom is a dutch company.