Seeking Alpha
 

ARM Holdings, plc (ARMH)

- NASDAQ
  • Sep. 16, 2011, 9:11 AM
    Microsoft (MSFT) douses the hopes of PC enthusiasts by declaring software written for the x86 chip architecture used by Intel (INTC) and AMD won't run on Windows 8 systems featuring ARM-based (ARMH) processors. At the least, this should give Intel and AMD some time to counter the threat posed by ARM licensees such as TXN, QCOM, and NVDA.
    | 3 Comments
  • Sep. 16, 2011, 7:37 AM
    Roth's Arnab Chanda is reiterating a Neutral on Intel (INTC) after attending the chip giant's Developer Forum. While believing Intel's valuation is low, and that it continues to make progress in the mobile/notebook processor space, the firm says it will "remain on the sidelines until the competitive threat of ARM (ARMH) in PCs is clarified." (previously)
    | Comment!
  • Sep. 15, 2011, 9:43 AM
    Microsoft (MSFT -0.5%) reports developers have downloaded 500K copies of a preview version of Windows 8 since its initial debut. Still in the hopper for MSFT is working out a version that runs on ARM (ARMH +0.5%) chips - a mission which CEO Steve Ballmer calls "very very important to us."
    | Comment!
  • Sep. 13, 2011, 4:16 PM
    Intel (INTC) is using its Developer Forum to provide details about its Haswell architecture, pivotal to its plans for heading off the arrival of ARM-based (ARMH) PC CPUs. Intel is targeting a 30% reduction in active power use for Haswell compared with today's Core i5 processors, and claims the chips will enable laptops with all-day battery life.
    | Comment!
  • Sep. 8, 2011, 3:00 PM
    Though Windows 8 (MSFT) might not go commercial until next fall, Samsung (SSNLF.PK) reportedly will show off a tablet based on the OS next week, as it tries to take on the iPad (AAPL) and further its PC ambitions. Thomas Ricker speculates the tablet will feature an Nvidia (NVDA) quad-core chip, thanks to Windows 8's support for ARM (ARMH) CPU cores.
    | Comment!
  • Aug. 31, 2011, 9:00 AM
    Premarket gainers: CTIC +18%. KERX +8%. FRO +5%. JOYG +5%. SINA +4%. UBS +3%. MPEL +3%. ARMH +3%. JDSU +3%. MU +3%.
    Losers: LTXC -14%. DRYS -8%. NBG -7%. JVA -5%. TQNT -4%.
    | Comment!
  • Aug. 30, 2011, 9:45 AM
    MIPS Technologies (MIPS), a rival to ARM (ARMH) in the market for licensed processor designs, is up 4.8% after Capstone's Jeff Schreiner upgrades shares to Buy. Schreiner sees MIPS holding much value to a potential acquirer (perhaps a PE firm), given its "strong potential free cash flow" and large cash balances.
    | Comment!
  • Aug. 24, 2011, 9:09 AM
    Though ARM (ARMH) got a lift yesterday from takeover speculation, many are skeptical, given the issues a would-be buyer could face. Intel (INTC), for example, would face both regulatory challenges and a serious customer backlash. And a deal with Apple (AAPL) could both alienate ARM's customers, and provide limited value to the buyer.
    | 2 Comments
  • Aug. 23, 2011, 9:56 AM
    ARM Holdings (ARMH +3.7%) jumps on renewed takeover speculation after the Daily Mail writes that Apple (AAPL +1.4%) could be looking to spend £10.1B to buy ARM. Shares remain higher even after CEO Warren East says the company wants to remain independent, and that few suitors would have anything to gain by owning it.
    | 1 Comment
  • Aug. 23, 2011, 9:00 AM
    Premarket gainers: PMC +38%. PANL +28%. MPEL +10%. OCR +9%. LLYG +7%. ERIC +4%. ARMH +4%. UBS +3%. SNY +3%. GSK +3%. SODA +3%. SINA +3%. ALU +3%. AMR +3%. NVS +3%.
    Losers: TSL -7%. GSS -5%. GFI -4%.
    | Comment!
  • Aug. 22, 2011, 4:02 PM
    A Japanese site claims Apple (AAPL) has produced a MacBook Air test model running on its ARM-based (ARMH) A5 chip. Intel (INTC), recently given an ultimatum by Apple to make its chips less power-hungry, isn't denying the report. Given Microsoft's plans to support ARM, and Apple's obsession with battery life, the report sounds quite believable.
    | 4 Comments
  • Aug. 19, 2011, 9:00 AM
    Premarket gainers: CLWR +19%. MRVL +7%. YGE +4%. SODA +5%. IRE +3%. ARMH +3%. RIMM +3%. HL +3%. EK +3%. CRM +3%.
    Losers: LDK -21%. HPQ -18%. LYG -5%. STD -5%. SPPI -5%. RBS -5%. TI -3%. IDCC -4%. CCL -4%. DNDN -4%. S -3%. LVS -3%. DB -3%. C -3%. ANR -5%. RF -3%. SIRI -3%. BAC -3%. BCS -3%. F -3%. MCP -2%. RDS.A -3%.
    | Comment!
  • Aug. 18, 2011, 8:07 AM
    Dan Frommer thinks the failures of MMI, HPQ, RIMM, and others to challenge the iPad (AAPL) opens the door for Microsoft's (MSFT) Windows 8 to emerge as an alternative. Windows 8's dual user interfaces (one for PC use, one for tablet use) and ARM (ARMH) CPU support should give it a fighting chance, particularly in the enterprise.
    | 4 Comments
  • Aug. 11, 2011, 5:18 PM
    An Intel (INTC) exec says Apple (AAPL) threatened to end its relationship with the company because Intel's chips are too power hungry. Though Intel thinks its ultrabook platform and other initiatives will keep Apple happy, the remark shows how obsessed Apple is with power draw, and suggests it will give ARM-based (ARMH) PC chips a close look when they arrive next year.
    | 6 Comments
  • Aug. 11, 2011, 10:18 AM
    Goldman is adding ARM (ARMH +4.3%) to its Conviction Buy list, believing its recent decline presents a buying opportunity, and that adoption of the company's processor designs in the phone and computing markets will lead to higher royalty rates. Goldman's target for ARM's U.K. shares represents a 51% premium from current levels.
    | Comment!
  • Aug. 11, 2011, 9:28 AM
    Intel (INTC) plans to invest as much as $300M to support its "ultrabook" initiative for thin-and-light laptops similar to Apple's (AAPL) popular MacBook Air. Intel hopes ultrabook demand won't just reduce the tablet market's impact on PC sales, but will allow it to counter the arrival of laptops featuring ARM (ARMH) processor designs.
    | Comment!
Visit Seeking Alpha's
ARMH vs. ETF Alternatives
Company Description
ARM Holdings PLC designs microprocessors, physical IP and related technology and software, and sells development tools to enhance the performance and energy-efficiency of high-volume embedded applications.