ARM Holdings plc (ADR) (ARMH)

Hand held should explode. I cant live or work without mine anymore and neither will you !

critical design licensing specialty microprocessors

Arm's business model is based on licensing IP. In that respect they are not subject directly to the cycles of factory owners.
Arm's reference designs have become the de facto standard in the mobile phone arena. And with many silicon manufacturers proposing 32 bit embedded solutions based on their design that are directly competing with 8 bit solutions in the embedded markets. It seems very likely that the Arm reference designs will become a de facto standard in these markets too. After all, choosing between a 32 bit chip solution with matching flash and ram capabilities at the price of 8 bit solutions offers a no brainer choice for new designs. Such solutions are being proposed everyday now by several manufacturers, and all this benefits Arm directly.

Huge growth expected in this company. They are projected to dominate the processors for small gadgets for many years to come.

P/E way too high. Investors are expecting too much here.

98% market share of chips in cell phones, new 1ghz chill will most likely power the next gen iphone and pre

ARM netbooks are on the way! Google has announced that their new Chrome OS will run on ARM. Look out, Intel.

Strong EPS and great pattern.

the stock in sector which is expanding new products being introduced all the time

PreBuy77, T77~ 2or3 & 5A

I see ARMH transitioning from a high-growth company into a mature low-growth company. It is priced much too high compared to the last few years of growth. Of course analysts' forward earnings estimates don't agree with me.

Sounds like they've landed both accounts with Apple and Palm. Their processors will now be in both of the top innovative phones.

Great Margin and no long term debt. Have continued to invest in R&D and purchasing back their stock. Only downside looks to be an extravagance in their G&A.

With the explosion of micro-processor devices employing ARM technology (e.g., all the smart phones traders are using), and with their low overheard, this has nowhere to go up in the next year as consumers trade high end electronics (that new PC) for a lower cost, snazzy option.

It's going to beat Intel. GBP is helping the earning in short term.

As a design engineer, I seem ARM cores everywhere. More and more product offerings from all major players, more and more design wins. ARM cores are great for embedded computing, a big market segment. Nobody is situated to bump them out in the next few years. Their lack of capital expenditure needs to make sales will help them weather this crisis.

ARM's processor royalties have been declining for years. Licensing revenue is cyclical and peaked in 2006. Intel has ARM in its sights. The only positive for ARM is that volumes will continue to increase, but with competition at the high-end (i.e. higher-margin) increasing and average royalties declining, ARM products will commoditize at an alarming rate over the next few years.

Could be the 'Intel' for cellphones.

June Stock Advisor David Six Month Report Card Buy