Jump to content
House Price Crash Forum
The Masked Tulip

Any Views On Arm?

Recommended Posts

Do any of you technical lot have a view on ARM over the past 12 months. It has soared on the back of being the chip design of choice for various mobile phones and tablets.

Basically it has doubled since about last August.

But, from a technical perspetive, does it look toppy?

With massive growth still to come this year in smartphones and tablets ARM should benefit it enormously but has it gone parabolic much like AAPL did?

http://www.google.co.uk/finance?cid=14002991

Share this post


Link to post
Share on other sites

I prefer Blink (BLNX.L) for potential. Super growth company with a good trading update just released and results on 13th May. Seems to be being held back to some disappointing news over a year again and maybe assocation with Autonomy (this company was spun off from Autonomy). DYOR and I do own some :rolleyes:

Share this post


Link to post
Share on other sites

I prefer Blink (BLNX.L) for potential. Super growth company with a good trading update just released and results on 13th May. Seems to be being held back to some disappointing news over a year again and maybe assocation with Autonomy (this company was spun off from Autonomy). DYOR and I do own some :rolleyes:

Thanks, but I was just interested in what the technical gurus on here think about ARM and then I was going to throw in my tuppence view of ARM on a technology side - may as well do that now.

If you buy a Galaxy or Apple smartphone you buy a device with a chip in it that ARM makes money from. The new Nexus, as per the current one, will have ARM chip designs in them. The new Galaxy S4 has an ARM chip design in it. Sales of both the S4 and the Nexus are exploding and not contracting.

Buy an ipad and you get a chip in it that ARM makes money from.

At the moment Intel is really no-where in the mobile device marketplace. It is trying to get into them but, for this year, ARM looks like being the only game in

So I am just curious what the financial gurus on here think looking at the financial side of things/charts.

I am just curious and have no intention to buy ARM. Just interested what all the clever chartists and PE people think.

Share this post


Link to post
Share on other sites

ARM is my biggest holding. Biggest because it's more than ten-bagged since I bought at under 90p, less than five years ago. Part of the recent rise is that the market has come to the realisation that Otellini's (Intel) threats to take a big bite of ARM's market isn't credible.

It's a great company, at the heart of an amazing ecosystem of licensees (think Microsoft in the glory days of the PC - and it has a better product than MS ever had). Plus, it has the growing advantage of low power consumption compared to mainstream rivals.

The drawback of buying today is the high price. If I thought their growth depended on smartphones and tablets I'd have long-since taken my profits. It needs - and will find - new areas of growth to justify today's price. And a corollary of the high price is that just one poor set of results could send it tumbling.

At today's price, I hold but I'm not buying more.

Share this post


Link to post
Share on other sites

ARM is my biggest holding. Biggest because it's more than ten-bagged since I bought at under 90p, less than five years ago. Part of the recent rise is that the market has come to the realisation that Otellini's (Intel) threats to take a big bite of ARM's market isn't credible.

It's a great company, at the heart of an amazing ecosystem of licensees (think Microsoft in the glory days of the PC - and it has a better product than MS ever had). Plus, it has the growing advantage of low power consumption compared to mainstream rivals.

The drawback of buying today is the high price. If I thought their growth depended on smartphones and tablets I'd have long-since taken my profits. It needs - and will find - new areas of growth to justify today's price. And a corollary of the high price is that just one poor set of results could send it tumbling.

At today's price, I hold but I'm not buying more.

Yes, the Intel aim of getting into ARM's market is currently just hot air. Even if Intel did a massive turn-around today it would still be well over a year before they could even begin to compete.

People just don't care whether their phone or tablet has an 'Intel Inside' sticker on it.

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...

  • Recently Browsing   0 members

    No registered users viewing this page.

  • 242 Brexit, House prices and Summer 2020

    1. 1. Including the effects Brexit, where do you think average UK house prices will be relative to now in June 2020?


      • down 5% +
      • down 2.5%
      • Even
      • up 2.5%
      • up 5%



×
×
  • Create New...

Important Information

We have placed cookies on your device to help make this website better. You can adjust your cookie settings, otherwise we'll assume you're okay to continue.