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?

ARM designs the technology that lies at the heart of advanced digital products, from mobile, home and enterprise solutions to embedded and emerging applications. ARMs comprehensive product offering includes 16/32-bit RISC microprocessors, data engines, graphics processors, digital libraries, embedded memories, peripherals, software and development tools, as well as analog functions and high-speed connectivity products. Combined with the companys broad Partner community, they provide a total system solution that offers a fast, reliable path to market for leading electronics companies. More information on ARM is available at http://www.arm.com.

I used to invest heavily in these in the past, but don't forget that much of their revenue is derived from licencing agreements as they don't actually produce the chips themselves, so revenue is linked to a certain extent on the sales of the hardware into which the chips are put. The phone manufacturers in particular are having a hard time at the moment. My guess is that the sp will be range bound for a while, but the company is still pretty solid.
There used to be a very active discussion board on www.fool.co.uk for ARM, though much of it was very technical stuff. Might be worth a look.

cheers harrycat.

do you remember these happy days? .....

ARM Holdings plc announces that on 8 February 2008 certain directors and PDMRs
purchased shares as follows:

---------------------------------------------------------------------------
Name Role Number of Price paid Total number of
shares shares held
purchased (including LTIP
vesting below)
---------------------------------------------------------------------------
Warren East CEO 25,000 93.75p 741,603
---------------------------------------------------------------------------
Tim Score CFO 25,000 93.75p 343,549
---------------------------------------------------------------------------
Mike Inglis EVP Sales & 20,000 94.021p 226,609
Marketing
---------------------------------------------------------------------------
Young Sohn Independent 53,000 ADRs $5.5490 156,000
non-executive equal to
director 156,000 shares
---------------------------------------------------------------------------
Bill Parsons PDMR 100,000 94.75p 177,673
---------------------------------------------------------------------------
happy days are here again

Q 1 results

Five year chart looking interesting.

Shame you didn't post that 8 months ago. Opportunity missed. Still, can't watch 'em all.

Another ggod day.

Xilinx and ARM Announce Development Collaboration

3rd Quarter results.

Key Highlights

●
ARM has continued to outperform the semiconductor industry and gain market share

●
Strong processor licensing for applications such as smartphones, mobile computing and microcontrollers

●
ARM's advanced physical IP at 28nm was licensed to a major foundry and a fabless semiconductor company

●
Sequentially improving operating margin to 31.7% and strong quarterly net cash generation of 28.2m

●
Reiterating guidance: ARM's full-year 2009 dollar revenues to be at least in line with current market expectations

Added a few more on this news yesterday.

Infineon and ARM Announce Strategic Architectural License Agreement for Advanced Security Applications


Infineon Technologies AG (FSE:IFX) (OTCQX:IFNNY) and ARM (LSE:ARM) (Nasdaq:ARMH) announced today a long-term strategic collaboration in the field of security controllers (MCU) for chip card and security applications. Based on the agreement, Infineon will receive an ARMv6M and ARMv7M architecture license. With its own specialized ARM architecture-compliant CPU cores, Infineon will address the current and future needs of the security markets in terms of hardware-based security, combined with the advantages of the industrys most widely licensed 32-bit CPU technology.


Infineon is the only ARM partner to have an ARM architecture license specifically for security applications. Under this agreement, Infineon is able to integrate its innovative security measures into the heart of the CPU core implementation, while maintaining compatibility with the standard ARM processor instruction set. This approach enables code reuse and access to the wide ARM development ecosystem. Infineon aims to have the first products in volume production by the second half of 2011, initially targeting the Multimedia SIM cards market. In addition, Infineon will combine the ARM architecture and its Integrity Guard hardware security technology, designed for use in highly demanding chip card-based and security applications, in future products for high-end security segments.

Your 5 year chart is looking toppy, skinny. Into new high territory. Certainly worth topping up, but not very appealing to new investors.
At some point you might be advised to take profit on some of your lower priced holding, imo.

Harry - agreed. How about the 10 year chart :-)

The Nasdaq had a relatively good day friday and I bought into ARM Holdings friday afternoon looking for a good run through the new year.



Longer term chart shows just how well this stock as performed over the last year or so....



The short term chart is also loking rather bulish..



Now looking for a medium term SP target I suppose we have to check out the really long term chart going all the way back to the dot coma with 190p resistance first up followed by approx 325p.

Now is that wishfull thinking ? :grin:

Piper Jaffray: "BUY" Rating on ARM, target 190p



***** ARM Embedded: 24/7 SEAMLESS Mobile COMMERCE *****




"Fitch: Growth in IT Spending Supports Stable Outlook for Tech Industry in 2010"



3 Dec 2009 - Fitch Ratings' 2010 outlook for information technology (IT) sectors is STABLE based on EXPECTATIONS that GLOBAL IT SPENDING will RESUME GROWTH equivalent to or EXCEEDING WORLDWIDE GDP.

In a SPECIAL OUTLOOK REPORT issued today, Fitch says IMPROVED MARKET DEMAND, especially for enterprise hardware and particularly for the second half of the year, will drive company expectations for 2010 and should further STABILIZE TECHNOLOGY OPERATING and CREDIT PROFILES.

"A gradually IMPROVING ECONOMY should result in sequentially BETTER DEMAND PATTERNS for technology companies in 2010," said Nick Nilarp, Managing Director at Fitch.

"There is CONSIDERABLE PENT-UP ENTERPRISE DEMAND for hardware purchases, primarily servers and storage, which have been postponed the last two years during the global economic downturn."



Key Themes to Fitch's IT Outlook.

-The worldwide IT SPENDING environment will GROW 3%-4% in 2010, led by hardware. Fitch expects the IT services industry to grow 3%-5% in 2010 while the SEMICONDUCTOR INDUSTRY will experience a REBOUND in REVENUE GROWTH at low- to mid-single digits;

-PC and MOBILE HANDSET UNIT GROWTH is expected to be in the high-single digits and mid-single digits, respectively, for 2010; Fitch believes the release of Windows 7 will positively affect PC demand from consumers in the fourth quarter of 2009, small and medium business in the first half of 2010 and large enterprise in late 2010 into early 2011; the PC mix will likely continue to be skewed towards consumers, potentially resulting in minimal to negative PC revenue growth in 2010 based on the recent declines in PC average selling prices;

-OPERATING PROFITABILITY is expected to IMPROVE as COST REDUCTION INITIATIVES result in POSITIVE OPERATING LEVERAGE upon the resumption of TOP LINE GROWTH.

http://www.pr-inside.com/fitch-growth-in-it-spending-supports-r1614415.htm

/

ARM to be taken over?????????

ARM Embedded: 24/7 SEAMLESS Mobile COMMERCE *****


"Why Intel Needs to Buy ARM Holdings"

3 December 2009 Intel will have no choice but to buy ARM Holdings.

The first reason is that ARM CONTROLS THE MARKET for SMARTPHONE PROCESSORS, and Intel WON'T BE ABLE to knock it off that perch.

ARM CEO Warren East said the other day in an interview, "I'm sure that Intel are going to get their Atom designed into a few handsets, it's an inevitability. They go on their hands and knees. There will be a little bit of leakage, but it's not going to be dramatic either way."

I wholeheartedly agree. Intel will get some design wins, primarily from Nokia, but ARM CONTINUES TO MAKE ADVANCED PROCESSORS, and there are too many leading semiconductor companies licensing its products for Intel to make inroads.

Remember that ARM OWNS the MOBILE INTERNET DEVICE (MID) space.

ARM owns 95% of the MOBILE PHONE MARKET.

ARM owns 85% of the SMARTPHONE MARKET in UNIT SHIPMENTS.

ARM processors are being MANUFACTURED in the BEST SEMICONDUCTOR FACILITIES.

Also remember that ARM has a VERY LONG LIST of CURRENT and FORMER LICENSEES: Alcatel, Atmel, Broadcom, Cirrus Logic, Digital Equipment Corp., Freescale, Intel, LG Group, Marvell Technology Group, NEC, NVIDIA, NXP, Oki, Qualcomm, Samsung, Sharp, ST Microelectronics, Symbios Logic,Texas Instruments,VLSI Technology, Yamaha, ZiiLABS and, oh yes, Taiwan Semiconductor Manufacturing.

ARM CEO East also said, "I don't think ARM is going to take over the PC world from Intel, and I don't think Intel is going to take the smartphone world from ARM."

I disagree and think he's just being humble, and this brings us to the second reason I think Intel will HAVE TO ACQUIRE ARM.

In a September article for TheStreet.com, I wrote that ARM WILL GAIN 55% of the netbook and smartbook market in 2012, the OTHER SECTOR where Intel's Atom processors COMPETE with ARM processors.

Analyzing these markets for the past 25 years has given me insight. And I can't look past the promise of Google's CHROME and CLOUD COMPUTING as AVENUES to ARM's SUCCESS. In fact, new evidence is reinforcing my prognostications.

According to a Nov. 24 article in PC Magazine, "Although it's not really known what the percentage of netbooks running Linux is, the number may have increased.

In April, Microsoft cited NPD studies that claimed just 4% of netbooks in the U.S. ran a non-Microsoft operating system.

But ABI Research claimed in November that about ONE-THIRD of all netbooks shipping globally this year will CONTAIN LINUX or some other non-Microsoft OS."

So, not only will ARM continue to DOMINATE the MOBILE-PHONE MARKET, it will EVENTUALLY LEAD the netbook market, too.

Intel should pay attention and BUY ARM.

http://www.thestreet.com/story/10638011/1/why-intel-needs-to-buy-arm-holdings.html?cm_ven=GOOGLEN

Posted late yesterday by well known tipster and Pro TAer Zak Mir.....


Zak Mir



Reged: 28/06/07
Posts: 1149
Re: Arm Holdings(ARM)
#457378 - 07/12/09 08:19 AM Edit Reply Quote



At ARM we appear to be on for an August resistance line projection target of 180p while there is no decline below the 50 day moving average at 153p. The timeframe is the next 1 - 2 months.

Out yesterday from lunchtime onwards....

ARM Holdings PLC

FORECASTS
2009 2010

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Arbuthnot Securities
15-12-09 BUY 70.18 4.18 2.42 89.72 5.17 2.67

Exane BNP Paribas
15-12-09 BUY 42.00 4.50 1.94 72.00 6.02 2.40

Investec Securities
15-12-09 BUY 66.96 3.94 2.27 93.37 5.24 2.30

U.S. Federal Trade Commission (FTC) paves way for ARM to INCREASE GLOBAL MARKET SHARE without influence of Intel's illegal anti-competitive practices (see Bloomberg below)

Piper Jaffray: "BUY" Rating on ARM, target 190p




***** ARM Embedded: 24/7 SEAMLESS Mobile COMMERCE *****


"Intel Accused by U.S. of Illegal Monopoly Practices"


Dec. 16 (Bloomberg) -- The U.S. Federal Trade Commission accused Intel Corp., the WORLD'S LARGEST COMPUTER-CHIP MAKER, of illegally using its DOMINANT MARKET POSITION for a decade "to STIFLE COMPETITION and STRENGTHEN its MONOPOLY."

The complaint, which will be heard by an FTC ADMINISTRATIVE LAW JUDGE, says Intel tried to BLOCK "SUPERIOR" products by RIVALS and DEPRIVED CONSUMERS of CHOICE and INNOVATION for 10 years.

Intel has been "running roughshod" over PRINCIPLES of FAIR PLAY, the FTC charged.

"Intel has engaged in a DELIBERATE CAMPAIGN to HAMSTRING COMPETITIVE THREATS to its monopoly," Richard A. Feinstein, the FTC's director of competition, said in a statement.

Intel controls more than 80 percent of the WORLD'S MARKET for computer chips, dwarfing No. 2 Advanced Micro Devices Inc.

Intel has contended with ANTITRUST PROBES dating back more than a DECADE and AGREED to pay more than $1 BILLION to AMD last month to settle a FOUR-YEAR DISPUTE.

The chipmaker now FACES ANOTHER PROBE of its BUSINESS PRACTICES and possible steps to CURB its DOMINANCE of the MICROPROCESSOR MARKET.

Christine Varney, who heads the Justice Department's antitrust division, said in a speech in May that the administration "will be AGGRESSIVELY PURSUING cases where MONOPOLISTS try to use their DOMINANCE in the marketplace to STIFLE COMPETITION and HARM CONSUMERS."

Intel PAID A FINE to SETTLE a European Union enforcement action, and will likely resolve the U.S. case by PAYING ANOTHER FINE, said Joanne Feeney, an analyst at FTN Equity Capital Markets in Cleveland.

Intel, based in Santa Clara, California, tried to settle with the FTC before the agency filed its complaint, Intel spokesman Chuck Mulloy said.

"We've been in discussions and willing to settle for some time," he said. "Its a natural outcome of settling with AMD."

Intel DROPPED 31 cents, or 1.6 percent, to $19.49 at 11:15 a.m. in Nasdaq Stock Market trading. The shares had gained 35 PERCENT THIS YEAR before today.

AMD, based in Sunnyvale, California, CLIMBED 48 cents, or 5.4 percent, to $9.30 on the New York Stock Exchange.

The FTC said Intel used "THREATS AND REWARDS" aimed at computer manufacturers including Round Rock, Texas-based Dell Inc., Palo Alto, California-based Hewlett-Packard Co. and Armonk, New York-based International Business Machines Corp.

Intel COERCED the companies NOT TO BUY RIVAL PROCESSOR CHIPS, the FTC said.

The decision is a BOOST to Nvidia Corp., which has said Intel is USING its MARKET POSITION to HARM COMPETITION in the market for GRAPHICS CHIPS.

In February, Intel asked a judge in Delaware to declare that a chip license with Nvidia doesn't cover future products. Nvidia countersued for breach of contract. Nvidia also makes so-called chipsets that provide support functions to processors.

The FTC had asked for "UNPRECEDENTED REMEDIES" in settlement talks that would make it "IMPOSSIBLE for Intel to CONDUCT BUSINESS," Intel general counsel Doug Melamed said in the company's statement.

When settling its dispute with AMD last month, Intel said it also AGREED to ABIDE by a set of BUSINESS-PRACTICE PROVISIONS.

AMD had sued Intel in Delaware in 2005, alleging that Intel controls the microprocessor market in part by PROVIDING DISCOUNTS to CUSTOMERS that AVOID AMD's products.

In May, EU regulators levied a record 1.06 BILLION-EURO ($1.55 billion) fine against Intel and ordered the company to STOP using ILLEGAL REBATES to THWART COMPETITORS.

Following an EIGHT-YEAR INVESTIGATION, the EU found that Intel IMPEDED COMPETITION by GIVING REBATES to COMPUTER MAKERS that bu

Just read article on http://www.reghardware.co.uk/ that the new Nokia N900 is being introduced on Vodafone network. Specifically mentions ARM processor and mentions high level of advance orders.

Good to see.