Rhodey
27 Jan 2016
STMicro CHIPS - Culls JOBS /STMicro ELIMINATES JOBS as SALES Wane(January 27, 2016)STMicroelectronics NV said it will SHUT DOWN its set-top-box CHIP BUSINESSand ELIMINATE or redeploy 2,000 JOBS as Chief Executive Officer Carlo Bozotti seeks to CUT LOSSES at the UNPROFITABLE UNIT. The DIGITAL BUSINESS, which also MAKES CHIPS used in SMARTPHONE SENSORS and NETWORKING EQUIPMENT,has been a DRAG on the company’s SALES GROWTH as Bozotti seeks new customers in segments from automotive to industrial equipment.The RESTRUCTURING comes as fourth quarter EARNINGS showed a DECLINE on ALL KEY INDICATORS from the previous quarter:[link] Away at STMicro(Jan 27, 2016)CHIPS for SMARTPHONES, TABLETS and other gadgets -- where STMicro still MAKES SENSORS-- is a particularly MERCILESS SEGMENT where only the nimble can SURVIVE the RAPID PRODUCT CYCLES and INVESTMENT NEEDED.Texas Instruments ABANDONED MOBILE CHIPS in 2012. [link]
Rhodey
27 Jan 2016
Apple (AAPL) Results Q1 2016 /January 26, 2016Q1 2016Apple Inc Earnings Release $AAPL/
DaveHughes
08 Jan 2016
New year tip [link]
II Editor
30 Dec 2015
NEW ARTICLE: My Dividend Pick For 2020: ARM Holdings plc "Are you seeking the best dividend yields of 2016? That's a good idea, but I reckon what we should really be looking for is the great dividends of future years -- 2020, 2025, and beyond. And the secret to that is not big yields today, but ..."[link]
gamesinvestor
20 Dec 2015
Re: Is Mali hurting Imagination? Looks like the CEO won't be blaming anything else soon :-""""""Imagination Technologies will hold talks with major shareholders as calls mount for chief executive Sir Hossein Yassaie to resign. At least one institutional investor has suggested calling an extraordinary meeting to request a change of leadership if he does not step down, sources told the Sunday Times.""""Games
pendil
18 Dec 2015
Re: Is Mali hurting Imagination? Could well be. Imagination's CEO was blaming an "industry wide slow down" in a pretty dire interim update back in September, whilst in October ARM still produced good results for the 9 months to end of September.So it could be that Imagination's problems are actually more stock specific and the weakness in ARM (presumably in part due to Imagination's warning) may be a buying opportunity.Clearly ARM would be hurt by a slowdown in smart phone growth, but it has developing demand in other areas such as IoT, base stations etc.
DaveHughes
16 Dec 2015
Is Mali hurting Imagination? [link]
II Editor
04 Dec 2015
NEW ARTICLE: Ten shares for the future "Rolls-Royce has slid down the decision engine's rankings this month. Formerly one of the highest-ranked shares of all those I track, the latest profit warning from the manufacturer of power systems (engines and generators) anticipated profit ..."[link]
II Editor
25 Nov 2015
NEW ARTICLE: Rolls-Royce rockets as plan unveiled " There was a muted response to the teaser put out by LSE:RR.:Rolls-Royce early Tuesday. A short statement gave little away, and was certainly short on detail. The main course came late yesterday as the market was closing, and investors were ..."[link]
Le Grand Meaulnes
20 Nov 2015
Re: ARM, STONKING Day Ahead??. Agreed. But it's slightly misleading to say "Apple were to withdraw orders". It's anyone's guess whether Apple actually currently place any orders with ARM - they bought an architecture license some time ago, and pay royalties. If Apple switched away from their own design to an Intel designed chip (or someone else entirely), then certainly ARM shares would take a big hit, due to lack of future royalties from ARM, but more because of the signal it would give that ARM were losing their grip. But, as Dave commented, that's unlikely.NB There is talk of Apple using Intel-manufactured chips. Don't confuse that with Intel-designed chips: the talk is that Apple will get Intel to make chips for them, because Intel are still the best chip-maker in the world. That would hit Samsung and others, but not really ARM. If the market is really stupid, it might hit ARM shares briefly due to confusion, which would give a nice buying opportunity - though I doubt it.
oldjoe1
19 Nov 2015
ARM, 40% Potential UPSIDE......... <b>Mirabaud Securities Reaffirms Buy Rating for ARM Holdings plc (ARM)November 19th, 2015 • 0 comments • Filed Under • by ABMN Staff</b>ARM Holdings plc logoARM Holdings plc (LON:ARM)‘s stock had its “buy” rating reiterated by equities research analysts at Mirabaud Securities in a report issued on Thursday, MarketBeat Ratings reports. They currently have a GBX 1,500 ($22.82) price target on the stock. <b><i>Mirabaud Securities’ price objective points to a potential upside of 40.71% from the stock’s current price.</b></i>
DaveHughes
19 Nov 2015
Re: ARM, STONKING Day Ahead??. That is possibly true; though it is very unlikely!My point was that having over 95% of the market what drive ARM's revenues it the total sales of smartphones; the spilt between rival manufacturers doesn't really affect that.
oldjoe1
19 Nov 2015
Re: ARM, STONKING Day Ahead??. ARM ARM Holdings Recent Comment from Hargreaves Landsdown....<b><i>We think ARM is a gem. It leads the world in its field, and the field is growing quickly. Mobile computing will grow for years to come, and the spread of ARM cores into new product categories only increases the growth opportunity. So although ARM is not obviously cheap per se, the growth opportunities ahead of it look compelling and with net cash of £900m, it has the wherewithal to chase after them.</b></i>
oldjoe1
19 Nov 2015
Re: ARM, STONKING Day Ahead??. Hi Dave, I bet though if APPLE were to withdraw orders from ARM, ARM stock would fall 30% or more.
oldjoe1
19 Nov 2015
Re: ARM, STONKING Day Ahead??. ARM ARM HOLDINGSNice breakout on the chart, up we go to the next leg now.......[link]
