Seeking Alpha
  • PeterScriabin
    Anyone any clue what could be catalyst for $ARMH to fall? Up 50% since early Nov (28->42). What fundamentals justify that?
    1/18/13
    Reply (3)
    • Ashraf Eassa: They held "ARM Tech Con" and talked up their "server oriented" designs. Rev growth is actually fairly boring for $ARMH.
      1/18/13
    • Ashraf Eassa: Lots of hype, and if this quarter is not a "beat" on the top line or if guidance isn't spectacular, you will see a very large gap-down.
      1/18/13
    • gwenace: Although they haven't sold any BB10, RIM has a large base of business customers waiting to upgrade their old BB.
      1/18/13