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  • ARM: Will Earnings Inflate Or Pop The Bubble? [View article]
    ".....as I do believe that Imagination's acquisition of the MIPS assets should not be ignored."

    They bought close to nothing as the majority of the purchase was to AST
    Jan 22 01:39 PM | Likes Like |Link to Comment
  • ARM: Will Earnings Inflate Or Pop The Bubble? [View article]
    "Broadcom (45% of MIPS income FY’12 according to Liberum Capital) recently acquired an architectural license for ARMv7 (32 bit) and ARMv8 (64 bit).

    http://bit.ly/WmDgGV

    Do you think this will help or hinder future ARM revenues ? "

    "Especially this quarter. "

    Not necessarily. When ARM announces a licensing agreement it is simply announcing that the licensing agreement has been signed but NOT saying that it was signed on that day or even in that quarter so it doesn't necessarily indicate a positive impact on that quarter's revenue figures.
    Jan 22 01:32 PM | Likes Like |Link to Comment
  • ARM: Will Earnings Inflate Or Pop The Bubble? [View article]
    "ARMH will book future licensing fees this quarter to support the stock price."

    No it won't
    Jan 22 01:31 PM | Likes Like |Link to Comment
  • ARM (ARMH -2.2%) slips after receiving yet another downgrade: Benchmark has slashed its rating to Hold from Buy, citing overly optimistic expectations. Morgan Stanley, Piper, and UBS all downgraded ARM last week, largely on valuation grounds - shares of the world's dominant CPU core licensing firm currently trade at 46x 2013E EPS. Q4 results arrive on Feb. 5. [View news story]
    I guess Clayton has forgotten his own article back on 5th Sept
    http://seekingalpha.co...

    On that occastion he was also placing too much emphasis on an analyst

    "Perhaps the answer to this question I wish I could have asked was answered by Deutsche Bank's downgrade to 'sell' a short time later. Deutsche Bank's Kai Korschelt cited these reasons for the downgrade:"

    The price on that day was GBP5.21 and today it's GBP8.49 at LSE close. Well done, Kai. And well done, Clayton.
    Jan 22 12:47 PM | 1 Like Like |Link to Comment
  • The Fish Rots From The Head Down, And Arm Holdings Is Starting To Smell [View article]
    "how's the short doing?"

    I think we all know the answer to that!!!

    I wonder what the cost has been. Not just in terms of the money lost on the short position (if it was closed today) but the lost opportunity to make money on taking a long position instead of the short at the time. Quite painful I would think
    Jan 14 06:26 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    "Uh yes they have. Nothing illegal or anything, simply executing - reading too much into things. "

    No they haven't.

    And I read, because you wrote it
    "the company has been able to reinflate the share price"

    And they haven't
    Jan 14 06:26 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    "It is interesting that the company has been able to reinflate the share price and multiples afforded it in a manner which few other tech companies have been able to do."

    The company has done nothing of the sort. It gets on with its business and the market decides about the share price
    Jan 13 03:41 PM | Likes Like |Link to Comment
  • Previewing Apple's Earnings Through The Eyes Of Its Suppliers [View article]
    "ARM Holdings: ARM is set to report its 2012 results on February 5, meaning that they will arrive too late for investors to use in an analysis of Apple's upcoming earnings."

    ARM's results can't be used to pre-analyse Apple's results anyway
    Jan 3 02:25 PM | Likes Like |Link to Comment
  • Where Are The Intel Bulls? [View article]
    "I have no idea why you presented the table and the argument."

    CORRECTION

    "I have no idea why Bill Maurer presented the table and the argument. "
    Dec 13 06:54 AM | Likes Like |Link to Comment
  • Where Are The Intel Bulls? [View article]
    "When it comes to Intel versus ARM, I don't think people quite realize the scale we are talking about."

    No I think many people do realise but they also realise it's a completely bogus comparison so they don't bother with it. I have no idea why you presented the table and the argument.
    Dec 12 12:36 PM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    "Apple will have to pay ARM a license fee for the instruction set, but it is likely a lesser amount than if Apple were using ARM's core designs as well."

    The architecture license is more expensive than a core design
    Dec 7 08:14 AM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    "And forgive those who don't understand that when you short a stock, you will never own it, thus it can NEVER cost you an "ARM"."

    On contrary if I go long on a stock the most I can lose is the capital I committed to it. If I short a stock the losses are theoretically, if not practically, limitless
    Dec 6 09:38 AM | 2 Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    "However, keep in mind that this represents near the peak of what ARM will be able to earn."

    yes definitely keep that mind. In the bit of the mind which stores dumb bits of information
    Dec 5 02:45 PM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    "MIPS Technologies (MIPS) [which is now owned by Imagination Technologies, the #1 vendor in mobile graphics processing"

    Imagination do not own MIPS yet
    Dec 5 02:44 PM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    "ARM has always been the pervasive, common architecture, shipping billions of chips per year. "

    Clearly that's not factually correct. How can it be?
    Dec 5 02:38 PM | Likes Like |Link to Comment
COMMENTS STATS
107 Comments
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