ARM Holdings Share Discussion Threads

[steptoes yard] 11/3/2016 15:39

A few more posts to come. I amlining up something on the "Apple means ARM slowdown v reality and diversifiaction"

[philanderer] 11/3/2016 15:17

Thanks for your take SY.

Not to be 1000p today ;-)

[steptoes yard] 11/3/2016 14:55

My take on the accounts. Despite revenue growth being expected to slow in the next couple of years, it is still expected to be up well over 10% and that is on improving operating margins of 41.9% in FY15 compared to 30% in 2011. As a result of this, EBIT has been growing even faster than the fast paced revenue growth. This is a company which is not only growing sales and profit but also growing in efficiency.

There were 1348 licences sold by the end of FY15 compared to 1174 in 2014, 1012 in 2013, 891 in 2012, 781 in 2011 and 660 at the end of 2010. In the meantime the market share of the 15 billion devoces shipped stood at 32% at the end of FY15 compared to 22% in 2011.

A cash return on invested capital of 23.9% means for every £100 of invested capital (debt and equity) the company generated £23.90 in Free Cash Flow. This is up from 2011 from 17.1%.

[philanderer] 11/3/2016 13:52

Nice one SY :-)

N+1 Singer`s upgrade to 'buy' for IMG may be helping today - sector focus

[steptoes yard] 11/3/2016 11:35

Phil,
Nice pivot test into the 960 s yesterday sharply reversed a continuation pattern established. I read something the other day on ARM valuation that was very enlightening. I shall try and find it

[philanderer] 11/3/2016 11:21

A good Nasdaq this aftyernoon and we could get back above 1000p .

[philanderer] 11/3/2016 09:53

11 Mar 16 Credit Suisse Outperform tp 1175p

reiteration

[philanderer] 10/3/2016 20:38

ARM Demonstrates BBC micro:bit Capabilities at Big Bang Fair 2016

[steptoes yard] 10/3/2016 19:32

Quality journalism takes investment... And you won't get that at The Times

[gengulphus] 10/3/2016 18:58

... the first in Britain to use sensors made by ARM ...

Really? First I've heard of ARM going into manufacturing real hardware rather than licensing their processor technology and some associated activities such as supply software development toolkits...

Put another way, the journalist concerned is showing strong signs of not having a clue!

Gengulphus

[philanderer] 09/3/2016 18:18

'ARM strengthens its hand by moving into the concrete jungle'

thanks to DaveHuges in iii m/board for posting

7th march

Times newspaper


The closest that most smartphones will get to concrete is when someone drops their device on to the ground and shatters the screen.

Nevertheless, the construction industry has turned to the same technology that has driven the smartphone revolution to cut millions of pounds from the cost of pouring concrete on big building projects.

A scheme starting in London next month will be the first in Britain to use sensors made by ARM, the Cambridge-based chip designer, attached to reinforced bars in the concrete



or full article here:

[philanderer] 08/3/2016 16:41

Directors dumping continuing , today`s notification was transacted last wedfnesday

[philanderer] 04/3/2016 17:51

ARM Holdings plc (NASDAQ:ARMH) was downgraded by analysts at Stifel Nicolaus from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Friday,

[gengulphus] 03/3/2016 08:44

See if interested - but be warned that much of it is far more ambitious than likely uses of neural networks in ARM's business, both on scale and with regard to moderately accurate simulation of how biological neurons behave (normal microprocessor components are nothing like them).

On the scale, for instance, see , especially its last section:

"106 machine
The 106 machine will comprise 10 19" rack cabinets each similar to the 105 machine. It will have 1,036,800 ARM processor cores, typically deployed as 921,600 application processors, 21,600 Monitor Processors and 21,600 spares. This machine will require a 100kW (approx.) 240V supply and an air-conditioned environment. The control and I/O interfaces are to be defined."

It will be quite a while before something like that fits on a mobile-phone-sized device! Though from various numbers gathered from the Spinnaker site, I estimate that it will still only be the equivalent of about 20% of what you carry around in your head...

Gengulphus

[eldermon] 02/3/2016 16:41

Steve Furber one of the founders of the ARM processor is involved in a neural network processor or something similar, with the Spinnaker project at Manchester University.

[philanderer] 02/3/2016 13:21

Intellectual property licensor ARM Holdings plc (Cambridge, England) has a research interest in machine learning and neural networks but is not yet prepared to say whether it can be turned into commercial business.....

[philanderer] 01/3/2016 23:47

'If the latest Apple iPhone rumors are true, the next model will have stereo speakers, a dual-lens camera and a slightly thinner design than the iPhone 6S, according to recent reports.'

[philanderer] 01/3/2016 20:39

AAPL back up through $100 stateside and ARM adding around another 10p so far

[steptoes yard] 01/3/2016 17:05

Ran into resistance in the 1010/1015 area as envisaged and I expect the pivot supports to undergo some testing in the next few days. Interestingly the today started with a lower open at first pivot support and then it bulldozed through to resistance. Traders would be wise to wait now rather than to pile in and let the stochastics burn some fuel. A good entry point for a trade is 945/960 whereas LTHS should continue to accumulate

[philanderer] 01/3/2016 09:44

The next bit`s the hard one ;-)

[eldermon] 01/3/2016 08:31

Broken through £10 :)

[philanderer] 29/2/2016 17:15

ARM Holdings plc (NASDAQ:ARMH)‘s stock had its “neutral”; rating reiterated by equities research analysts at Deutsche Bank in a research note issued to investors on Monday.

[philanderer] 29/2/2016 16:33

ARM Holdings plc (NASDAQ:ARMH)‘s stock had its “buy” rating reaffirmed by Canaccord Genuity in a research note issued to investors on Monday, Marketbeat reports. They presently have a $55.00 target price on the chip maker’s stock.

[steptoes yard] 29/2/2016 13:36

Looks like the 1010/1015 resistance area will be tested on this run which surprised me a little but it will be tough going getting through there. One can expect a stair step down to 950 over the course of the next x trading days which is a nice range to accumulate for traders or LTH purchases.