ARM Holdings Share Discussion Threads

[philanderer] 16/5/2016 16:59

Warren Buffett buys $1bn of Apple stocks in first for Berkshire Hathaway

[philanderer] 13/5/2016 23:41

And a dividend received today :-)

'Has Apple run out of iDeas? Almost £140bn wiped off the value of the world's biggest company as iPhone sales slump'

Almost £140billion has been wiped off the value of Apple as investors fear the world's biggest company many have run out of big ideas.
Sales of the iPhone have slumped by 10million this year, and yesterday the jitters of shareholders were increased as Apple's sole supplier of microchips for the iPhone 7 announced that it was cutting production.


.........It follows a move by British chip designer ARM Holdings towards creating technology for the construction industry in a bid to diversify away from the slowing smartphone markets.

full article:

[gengulphus] 13/5/2016 19:12

Take a look at the 2-year chart at the top of the page - I'd say both yesterday's fall and today's rise look like the market behaving as usual, and in the case of ARM that usual behaviour doesn't look too bad (not wonderful either, just not actually bad).

If one looks at the corresponding charts for Anglo American ( ), Antofagasta ( ) and Glencore ( ), I'd say the difference is clear: they too look like the market behaving as usual, but in their cases the usual behaviour does look pretty bad...

Gengulphus

[philanderer] 13/5/2016 17:50

AAPL bouncing after a 2 year low yesterday helping.

[tonio] 13/5/2016 14:26

Well, they have loads of sayings for this don't they - dead cat bounce being the nastiest. I've given up worrying - buy on the dips (or don't) and anyway let it ride!

[philanderer] 13/5/2016 12:08

And yet the only one up in my portfolio today :-)

[philanderer] 12/5/2016 20:50

Right up there with the miners and xd's today...


FTSE100 fallers


Anglo American (AAL) 575.00 -6.85%
Antofagasta (ANTO) 406.10 -4.60%
Glencore (GLEN) 131.10 -4.20%
Arm Hldgs. (ARM) 908.00 -4.02%
Sainsbury(j) (SBRY) 252.50 -3.99%
Centrica (CNA) 202.30 -3.67%
Shire (SHP) 4,065.00 -2.98%
Rio Tinto (RIO) 1,972.00 -2.93%
A.b.food (ABF) 3,015.00 -2.87%
Admiral Grp (ADM) 1,869.00 -2.81%

[philanderer] 12/5/2016 15:41

Selling off stateside yet again :-S

[steptoes yard] 05/5/2016 11:57

Marky, Phil
Stop it. These are linked to Apple slowdown yeah?
:-)

[philanderer] 04/5/2016 23:49

ARM Holdings, Not Just Nvidia, AMD, Is a VR Player, Says Topeka


If you believe in a virtual reality future, chip technology licensing titan ARM Holdings (ARMH) is one stock to keep an eye on, writes Topeka Capital Markets’s Suji Desilva after reviewing the company’s “Mali” technology for graphics.

[markycrispy] 04/5/2016 17:19

The Internet of Things is where the massive growth will come from here - it will dwarf their smart phone business in time - Just home they are the leader when it's in full flow

[value king] 01/5/2016 13:35

next move is up.

[james_jones] 01/5/2016 12:30

Intel Atom is dead, have Intel given up on smart phones?

hxxp://www.pcworld.com/article/3063672/windows/the-death-of-intels-atom-casts-a-dark-shadow-over-the-rumored-surface-phone.html

[tonsil] 01/5/2016 10:36

ARM to have the mobile space to themselves. Intel are withdrawing from mobile by reallocating resource to more profitable areas. All part of the 12000 layoffs. Source: hot hardware article

[tonio] 28/4/2016 18:59

Why give any analyst the oxygen of publicity? They have a tough ask - predicting the future. Trying to estimate the future intrinsic value of any company is fraught with difficulties - so many factors, uncertainties, subjectivity, reliance on stuff like chart'theory' and of course 'known and unknown unknowns'.
Phew - by comparison theoretical physicists (say) have an easy job !
Over many years only a handful of many shares I've dabbled in have survived ( the good old trial and error method) and - to me anyway - look still to have prospects.
ARM is definitely one.

[philanderer] 28/4/2016 17:32

Yep, they're still banging on yesterday about 'sell' ARM

[nil pd] 28/4/2016 16:10

Data management specialists either exclude outlying numbers (implicitly few) from analysis or highlight them as oddballs in the face of overwhelming data supporting a certain message.

In this context Liberum Capital is an outlier.

Should we exclude Liberium or highlight the house as not understanding ARM?

[steptoes yard] 28/4/2016 10:02

Just imagine the concept of shrugging off the results of a company that have sweet FA to do with your 10 yr strategy

[philanderer] 28/4/2016 09:37

28 Apr 16 Peel Hunt Buy tp 1200p

reiteraters

[philanderer] 27/4/2016 20:54

Still pushing on stateside after the London close.

Market report:

Smartphone chip designer ARM Holdings managed to shrug off disappointing first quarter results from Apple. The tech giant reported a drop in revenue for the first time in 13 years. However, shares in ARM ticked up 2.1pc to 947p as traders said that iPhone shipments were actually higher than expected.

[tonio] 27/4/2016 08:55

Well, knock me over with a feather - a rational response - IMG down, ARM up.

[eldermon] 27/4/2016 08:30

Shorters in major panic mode now :)