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ARM Holdings plc Message Board

  • goooooooooooooooo

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    • And your point?

    • ex_hacker202:

      It's the MIPS/Android connection that I'm really keen on - Google's OS is
      eating AAPL's lunch and will leave them in the dust, have already passed them in fact. Sure, the Mac crowd will always stick with their beloved machines, but your average consumer looking for a smart phone or tablet is way more likely to go with an Android product instead.
      ----

      dougdowhan:

      Itis not 1 winner gets all in this tremendous mobile growth area...MIPS with this new mobils phone op w android has opened up a whole new growth segment 4 MIPS even albeit armh crumbs..
      ----

      Android, android, android...

      I think over a short period of time all none ARM processors (x86 and MIPS) will be "locked out" of the Andriod OS. It may have already happened with 3.0 (Honeycomb). It will be too much work to convert it to other platforms.

      For MIPS longs, you could test my conclusion by seeing how long it takes before a MIPS tablet with honeycomb actually starts shipping. You can also look at existing MIPS based products to see how far behind their version of Android actually is.

      Personally, I'd be surprised if we ever see a MIPS based product using Honeycomb.

    • It's the MIPS/Android connection that I'm really keen on - Google's OS is eating AAPL's lunch and will leave them in the dust, have already passed them in fact. Sure, the Mac crowd will always stick with their beloved machines, but your average consumer looking for a smart phone or tablet is way more likely to go with an Android product instead.

      Even more reason to stay away from AAPL suppliers of all types is Steve Job's recent health leave, no timetable on when he'll return (if ever), without him to steer the ship AAPL is going to suffer big time like it did the first time he went out for health problems.

    • Some good /respectful discussion here.
      Here is how I am playing the current situation. I have written covered calls on most of my remaining ARM position (Feb 30's,32's) If they get called away I will be into MIPS and more INTC options. If ARM is under 30 at expiration I will rewrite more calls. I also am looking longer term for an opportunity to short Nvidia. The popularity of the Tegra2 has overshadowed the fact that Nvidia's vidio business is evaporating with AMD and INTC moving to integral video on board. Other major investments are positioned to benefit from the wireless build out necessary to carry the tidal wave of data coming at the carriers. (TWER, OPWV, DRWI.)
      The next 6 - 18 months are going to be very interesting.

      z

    • Itis not 1 winner gets all in this tremendous mobile growth area...MIPS with this new mobils phone op w android has opened up a whole new growth segment 4 MIPS even albeit armh crumbs...mips margins high is profitable with all new incremental sales of royalty products in the U S and especially emerging markets...even w/o mobile phones mips is being used in chinas tech inst and cons products w mips r hitting China markets nicely..MIPS is market leader in set top boxes and such 4 a reason...armh has been around all these years 2 challenge this and cant...MIPS ceo says there is TRACTION...in ALL markets MIPS is in and MOBILE is coming on quicker than anticipated...the only prob is stock ran up big by the expectations of huge numbers already and MIps beat eps by 2 cents by missed rev by something like 21 vs 22.2 or such.....so all the traders who dont no c r a p about the true prospects and technology take profits and run....this thing has based and is ready to fly on ANY sig annoucement....u got 2 b NUTS 2 b short on this right now...i mean nuts...11.6 mil short...55 mil total holy c r ap....this baby is prime....glta...p.s. look at pe and this 7 mil market cap stock has 100 mil in bank/no debt....wheeeeeeeeeeeee

    • Of course there may be a very good reason that MIPS is trading below their high. The market is hot...it seems traders know where to put the money.

    • Thanks for the enlightening discussion between you two - that's the kind info I was seeking. Since ARMH is trading at an all-time high, while MIPS is 26% below their 52 wk high, it would appear the best stock for short-mid term gains is MIPS, which may turn into a keeper.

      Thanks to all who contributed.

    • ARM never represents itself as multi-threaded.

      I support ARM, I am a long term investor, but let's keep it accurate
      ----

      It's implicit (it doesn't need to). Any time you see multiple cores in a chip (from any vendor, Intel, AMD, Sparc, ARM, MIPS etc) it's multi-threaded (the ability to run more than one thread concurrently). To say that ARM isn't multi-threaded is plan wrong.

      However, ARM doesn't have hyperthreading which is what you are getting at (while MIPS does).

      To answer my own question to you early in the thread, one area that ARM is lacking in the performance space is a decent floating point unit. It's been updated (for the A15?) but I haven't seen any specs on it yet.

      As for balancing investments, fare enough.

    • ARM never represents itself as multi-threaded.

      I support ARM, I am a long term investor, but let's keep it accurate

      I wish you the best in your investment strategy, and Im glad you're benefiting from your investment in ARMH as I have.
      There are other exciting investment opportunities out there in this sector including MIPS and INTC, I beleive that diversifying in the sector will allow catching the growth in all of these stocks. ARM seems overpriced and overhyped at present, that happens to very successful companys and represents an opportunity to balance investments.
      I feel this is one of those times.

      z

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ARMH
52.26-0.41(-0.78%)May 22 4:00 PMEDT