ARM Holdings Share Discussion Threads

[philanderer] 19/11/2015 10:42

Chip designer ARM to invest more in server software

[market sniper1] 19/11/2015 07:44

ARM ARM Holdings......

ARM and its link with APPLE.

Apple’s shares are going to soar 43%: Goldman Sachs
Arjun Kharpal | @ArjunKharpal
7 Hours Ago

[market sniper1] 18/11/2015 21:10

Apple’s shares are going to soar 43%: Goldman Sachs
Arjun Kharpal | @ArjunKharpal
7 Hours Ago

[philanderer] 18/11/2015 20:17

Pushing on up tonight stateside after the release of the Fed minutes

[philanderer] 17/11/2015 10:20

One from the US yesterday..


16 Nov 15 Northland outperform tp $52

reiterates

[philanderer] 15/11/2015 23:30

FTSE futures - 97 points

6022 - 6030

[philanderer] 15/11/2015 17:59

Markets expected to drop 2% - 3% monday morning.

[ramridge] 14/11/2015 13:19

Correction to my earlier post.

My understanding now is that the A9X CPU is Apple's custom chip which uses an * architectural licence * for using ARM's instruction set. The royalties from sales are less than the normal royalties if Apple were to use an ARM design.

By itself then not as good as I had thought.

[philanderer] 13/11/2015 13:03

13 Nov 15 Goldman Sachs Buy

reiterates

[ramridge] 13/11/2015 11:39

Apple's recent iPad Pro launch must be good for ARM. It uses an A9X CPU chip which is based on ARM architecture carrying enhanced royalties.
The reviews I have read are very bullish and see this new device as not just a more powerful tablet but a replacement to the laptop. Performance wise it seems it is vastly superior to its rival Windows Surface.
All excellent news for ARM

[philanderer] 12/11/2015 13:45

12 Nov 15 BMO Capital Market perform tp 1075p
12 Nov 15 UBS Buy tp 1200p

reiterations

[philanderer] 10/11/2015 23:05

"...But it was the usually ever reliable Apple that has caused the biggest stir this session. Its shares have fallen 2.5 per cent after Credit Suisse said the iPhone maker had lowered component orders by as much as 10 per cent.
According to Credit Suisse analyst Kulbinder Garcha, the lower component orders points to 'weak demand for the new iPhone 6s.

" He has lowered his estimate on how many iPhones Apple will build in the next calendar year to 222 million from 242 million."

[philanderer] 10/11/2015 20:08

New ARM Cortex-A35 Processor Extends the ARMv8-A Architecture Deeper Into Mobile and Embedded Markets

[philanderer] 09/11/2015 22:50

Apple's Tim Cook declares the end of the PC and hints at new medical product

Exclusive: Apple's chief executive explains how new iPad Pro could replace PCs, why the iPhone's cannibalisation of the iPad mini doesn't matter, and warns against backdoors in encryption

[philanderer] 09/11/2015 13:53

09 Nov 15 Stifel Nicolaus buy tp 1200p

reitertates

[philanderer] 09/11/2015 09:35

ARM : Unveils Enhanced Technologies to Speed-Up Mass Deployment of IoT Devices

[philanderer] 09/11/2015 00:45

Apple Watch having ‘no impact’ on us: Pebble CEO

[philanderer] 06/11/2015 20:56

And pushing on nicely stateside tonight.

Good weekend everyone :-)

[philanderer] 06/11/2015 17:11

Another good week , almost +4%

[philanderer] 05/11/2015 13:08

Well they`re consistent :-)

05 Nov 15 Liberum sell tp 650p

reiterates

[philanderer] 05/11/2015 09:17

05 Nov 15 Kepler Cheuvreux Buy tp 1200p

reiterates