L****n
发帖数: 12932 | 1 -Yet the great story is reflected in a steep valuation. And it isn't without
risk. Device sales may be racing ahead today, but they aren't immune to
recession. ARM sales were hammered in early 2009. Also, for every 1% fall in
the dollar against sterling, earnings fall 1.5%. The dollar has dropped 5%
this quarter.
-Meanwhile, Intel is fighting back with recent acquisitions to make its
mobile technology more competitive. And takeover rumors look overdone. If
Oracle wants processors for its servers |
C****a
发帖数: 1639 | 2 This is from a blog in Barron. I read them everyday and did not find any
significant impact on stock price. |
L****n
发帖数: 12932 | 3 would u mind put a link up? |
l******s
发帖数: 1276 | 4 http://blogs.barrons.com/techtraderdaily/2010/09/29/arm-holdings-time-to-dis-arm/
I always read his blog. Some of his findings regarding semi inventory is
about 1 month before last semi sell off. I totally agree with him on ARMH's
over valuation... |
L****n
发帖数: 12932 | 5 * September 29, 2010, 6:07 PM ET
ARM Holdings: Time To Dis-ARM?
==============================================
the blog basically said he read this from WSJ. Not that this article is from
the blog. We'll see how armh do tomorrow. |
C****a
发帖数: 1639 | 6 Most of time, he just quote the analyst.
s
【在 l******s 的大作中提到】
: http://blogs.barrons.com/techtraderdaily/2010/09/29/arm-holdings-time-to-dis-arm/
: I always read his blog. Some of his findings regarding semi inventory is
: about 1 month before last semi sell off. I totally agree with him on ARMH's
: over valuation...
|
C****a
发帖数: 1639 | 7 Oops, sorry
from
【在 L****n 的大作中提到】
: * September 29, 2010, 6:07 PM ET
: ARM Holdings: Time To Dis-ARM?
: ==============================================
: the blog basically said he read this from WSJ. Not that this article is from
: the blog. We'll see how armh do tomorrow.
|
s******v
发帖数: 4495 | 8 最好，把这个ARMH拉下20-30%，好让我把卖掉的补回来。最近涨得太快，应该掉一些。
1.关于汇率，我不明白，这里都是按$ trade ARMH，有什么关系？
2.Intel? Intel买了Infineon wireless department, 现在正在和ARMH谈判，买ARMH
license，因为ARM的license不能transfer。Intel已经吹了1年的牛皮，结果最新的
chip比ARM还是耗电30%+；
3. insider sale may be an issue. 不过我还见过Cisco CFO $9卖了一半股票哪。
现在ARM新的A15 chip，很有可能抢占Intel在Server CPU，10-30%市场。才44x 2011
Earning，不算贵。
without
in
%
【在 L****n 的大作中提到】
: -Yet the great story is reflected in a steep valuation. And it isn't without
: risk. Device sales may be racing ahead today, but they aren't immune to
: recession. ARM sales were hammered in early 2009. Also, for every 1% fall in
: the dollar against sterling, earnings fall 1.5%. The dollar has dropped 5%
: this quarter.
: -Meanwhile, Intel is fighting back with recent acquisitions to make its
: mobile technology more competitive. And takeover rumors look overdone. If
: Oracle wants processors for its servers
|
l******s
发帖数: 1276 | 9 server如果用非INTC芯片的话， MIPS会是一个不错的选择
【在 s******v 的大作中提到】
: 最好，把这个ARMH拉下20-30%，好让我把卖掉的补回来。最近涨得太快，应该掉一些。
: 1.关于汇率，我不明白，这里都是按$ trade ARMH，有什么关系？
: 2.Intel? Intel买了Infineon wireless department, 现在正在和ARMH谈判，买ARMH
: license，因为ARM的license不能transfer。Intel已经吹了1年的牛皮，结果最新的
: chip比ARM还是耗电30%+；
: 3. insider sale may be an issue. 不过我还见过Cisco CFO $9卖了一半股票哪。
: 现在ARM新的A15 chip，很有可能抢占Intel在Server CPU，10-30%市场。才44x 2011
: Earning，不算贵。
:
: without
|
s******v
发帖数: 4495 | 10 这个我同意，不过MIPS目前重点是cell phone和android，公司只有200人不到，估计很
难分神。这边armh抄intel的老家，那边mips抄armh的老家，
【在 l******s 的大作中提到】
: server如果用非INTC芯片的话， MIPS会是一个不错的选择
|
