Wow, you just have to love those ARM investors. There are so many reasons.
They are totally fearless. They are afraid of literally nothing. Not Haswell, not ARM's fading fabrication. Not Clover Trail, not Bay Trail, not Airmont, and not being years away from FinFET production. Not afraid of Intel doubling tablet sales every quarter. Not Intel's new traction in smartphones. Now some might say that this is not fearless, it's stupid. But that would be rude. And non-factual. Surely none of these things will have any effect on ARM's future. Don't worry, be happy. And fearless.
They have humble expectations. They are totally happy with just a dab of earnings. Almost no earnings at all will send them happily driving the stock to new 52-week highs. In fact, that have almost no expectations of ARM at all, other than it continue to stay in business. They are the essence of humility.
They are in it for the long term. The fact that it takes over 80 years to earn back the price of a share of ARM stock doesn't bother them in the least. Hey, if they don't benefit from the purchase of ARM shares then their grandkids or great grandkids will surely reap the rewards. What other investors are able to take such a multi-generational approach??? None, I think.
They are exuberant. Not since the dotcom era have we seen the exuberance that they express every single day. The past month is a great example that there is no threat that will dull their enthusiasm. Their sheer exuberance will work for them in the same way it did for those exuberant souls during the dotcom era. No doubt.
Well, there you have it. Just some of the many, many reasons why I just love those ARM investors. And it's just as clear that Wall Street loves them too...
sell your INTC waldo, and short armh, both are overbght, though not nearly quite as bubblicous as AMD after the more than 100 percent rise off the low, just think, if you sell INTCwhile it's still above 24.00 you may even have a long term gain holding since 2010
"sell your INTC waldo, and short armh, both are overbght, though not nearly quite as bubblicous as AMD after the more than 100 percent rise off the low, just think, if you sell INTCwhile it's still above 24.00 you may even have a long term gain holding since 2010"
[Yeah, like I'm going to take advice from a guy who is 5 bucks down on Intel since November...]