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ARM Holdings, plc (ARMH)

  • Jan. 28, 2011, 8:30 AM
    The charge the iPad (AAPL -0.1%) and iPhone will kill off Microsoft (MSFT -0.2%) is overplayed, says a Microsoft exec, who notes: "Devices are going to go and come." While Microsoft is already at work on its own tablet PC, the real industry game changer is cloud computing. Microsoft also announced a better-than-expected Q2.
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  • Jan. 26, 2011, 10:18 AM
    Given softening PC sales, analysts expect Microsoft (MSFT +1.2%) to report a Q2 profit of 68 cents/share, down from 74 cents/share in last year's Q2. Now Microsoft must make the case it can succeed in the mobile and tablet PC markets. Or the Street will really take a long look at CEO Steve Ballmer, who "is always on thin ice."
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  • Jan. 26, 2011, 9:54 AM
    Chip designer MIPS Technologies (MIPS) is -11.8% after reporting Q2 profits of 11 cents/share - up from 7 cents/share in last year's Q2 - but disappointing revenue. Royalty and licensing revenues from semiconductor companies rose 44% to $21.9M - missing the analysts' forecast of $22.3M.
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  • Jan. 24, 2011, 11:23 AM
    Chipmaker Nvidia (NVDA) is +9.6%, apparently because of a weekend profile in Barron's that suggested the stock could rise over 80% in 2011. Nvidia dominates the surging graphics processor market, although technical indicators are the stock is neutral.
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  • Jan. 21, 2011, 10:58 AM
    AMD (AMD -4.2%) execs were upbeat about tablet PC strategy when discussing the firm's flat Q4. They see the new Brazos chip as a way into the living room. As long as Brazos offers low power consumption and excellent graphics, "we can address applications that are outside of [current] market segments," says interim CEO Thomas Seifert.
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  • Jan. 20, 2011, 1:55 PM
    Morgan Stanley upgrades chip gear maker ASML Holdings (ASML +2.9%) to Overweight from Underweight, citing demand for its lithography tools as ARM Holdings (ARMH -4.9%) and Intel (INTC -1%) compete for microprocessor dominance. ARM partners Taiwan Semiconductor (TSM -1.7%) and Samsung (SSNLF.PK) will also boost spend in 2011 to meet smartphone and tablet demand.
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  • Jan. 19, 2011, 3:15 PM
    Hewlett-Packard's (HPQ -0.2%) mysterious February webOS event will see the unveiling of not 1, but 2 Palm tablet PCs, claims Endgadget, citing sources. The devices are named "Topaz" and "Opal," and they'll be equipped with premium audio and provided with "tens of gigabytes" of available cloud storage.
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  • Jan. 18, 2011, 3:53 PM
    The worldwide "media tablet" (one larger than 5 inches but smaller than 14) market grew 45.1% in Q3, driven by demand for the iPad (AAPL), says IDC. Vendors shipped 4.8M tablet units in Q3, up from 3.3M units in 2010 Q2. Some 17M units shipped in 2010, and 44.6M will move in 2011.
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  • Jan. 18, 2011, 2:56 PM
    Semiconductor capital equipment supplier ASM Intl. (ASMI +2.6%) hits a new 52-week high, exceeding its prior $39.47/share peak. Given ASMI's surge, Goldman Sachs downgrades it to Sell, noting 2011 will be a peak year for spending on semiconductor manufacturing and assembly gear.
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  • Jan. 18, 2011, 2:32 PM
    ARM Holdings (ARMH) isn't the only European semiconductor firm looking strong. The market is boosting lithography equipment maker ASML Holding (ASML -2.1%), too. Other companies on the upswing include Dialog Semiconductor (DLGNF.PK), Infineon Technologies (IFNNY.PK), and STMicroelectronics (STM +3.3%).
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  • Jan. 18, 2011, 10:28 AM
    Goldman Sachs goes bullish on ARM Holdings (ARMH +0.1%) raising it to Buy from Neutral, noting the new Windows (MSFT +0.7%) flavor that runs on the chip designer's platform "opens new doors." ARM-based chips have a 45% penetration potential by 2015 in the computer industry.
  • Jan. 18, 2011, 8:45 AM
    Intel (INTC) is spending $2.7B to upgrade an Israel-based plant to produce 22 nanometer chips. The investment includes a $210M grant from the Israeli government. Upon the completion of the 2-year upgrade, this will be Intel's 2cd factory with the 22 nanometer capacity.
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  • Jan. 14, 2011, 4:08 PM
    Compal, the world's number 2 largest notebook computer manufacturer, says 90% of the 3.8M tablets it ships in 2011 will run on the Android OS (GOOG), powered by ARM Holdings (ARMH) designed chips. Compal may also make some ARM tablets devices running Windows (MSFT).
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  • Jan. 14, 2011, 3:30 PM
    Today's semiconductor surge pushes not just high-profile chipmakers like Broadcom (BRCM +2.7%) and Nvidia (NVDA +1.5%) to new 52-week highs, but at least 15 others, as well. They include both chip manufacturers and component and gear suppliers, such as Atmel (ATML +0.4%) and Applied Materials (AMAT +7.4%).
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  • Jan. 14, 2011, 11:05 AM
    Intel's (INTC -0.8%) strong Q4 is boosting semiconductor gear supplier Applied Materials (AMAT), which is +4.9%. Analysts are upbeat about the chip equipment supplier segment overall. Other companies in the sector include ASM Lithography (ASML +7.2%), Novellus (NVLS +7.6%) and ASM Intl (ASMI +5.4%).
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  • Jan. 14, 2011, 8:36 AM
    Industry stalwart Intel's (INTC +0.8%) Q4 numbers prove life remains in the much-challenged traditional PC and server industry. Despite the rapid assault of smartphones, tablets and other devices, the chipmaker saw a 48% jump in earnings/share from Q4 last year, topping Street forecasts.
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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.