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ARM Holdings plc Message Board

analysis101vp 6 posts  |  Last Activity: Feb 23, 2015 12:49 AM Member since: Jan 6, 2005
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  • Reply to

    Why ARM is in Trouble

    by wallisweaver Feb 22, 2015 8:32 PM
    analysis101vp analysis101vp Feb 23, 2015 12:49 AM Flag

    He said that Intel will go above $30 a share in 2014...
    wait a minute.
    He was absolutely correct.

    Sentiment: Strong Buy

  • Reply to

    Ash Says

    by wallisweaver Feb 22, 2015 9:04 PM
    analysis101vp analysis101vp Feb 23, 2015 12:47 AM Flag

    You DO understand that he is now a very rich person since he was wise enough to stick with Intel which was THE best performing Dow stock for 2014.

    Sentiment: Strong Buy

  • “I think we may have underestimated the learning rate—when you have a technology that adds many more masks, as 14[nm] did...it takes longer to execute experiments in the fab and get information turned, as we describe it," Bohr said, when asked what went wrong. "That slowed us down more than we expected and thus it took longer to fix the yields. But we’re into high yields now, and in production on more than one product, with many more to come later this year.”

    Bohr said that Intel’s pilot 10nm manufacturing line is running 50 percent faster than the 14nm line in terms of major steps per day, which will keep Intel’s 10nm development on track.

    Sentiment: Strong Buy

  • analysis101vp by analysis101vp Feb 19, 2015 1:46 PM Flag

    One of which is Intel.

    A new and very in-depth research report from UBS makes the case that while end-demand is still solid for smartphones, data centers and automotive applications, industrial and PC demand is slowing. The analysts also point out that wearables and applications for the Internet of Things are too early in development to make a huge difference. While they do like some additional chip companies internationally, only four based in the United States are rated Buy. They are Intel Corp. (NASDAQ: INTC), Micron Technology Inc. (NASDAQ: MU), Nvidia Corp. (NASDAQ: NVDA) and SanDisk Corp. (NASDAQ: SNDK).

    Intel

    Intel recently introduced the company’s fifth generation processor. The chip giant’s commitment to smartphone and mobile applications, combined with the resurgence of PC growth last year, made it one of the best large cap value stocks to buy in 2014, and the same outlook can drive the stock this year. Intel trades at less than 15 times forward earnings, a very reasonable multiple for investors looking for growth.

    The UBS team points out that recent system-on-chip (SoC) development issues Intel has experienced were largely execution related and they believe, after some changes, that is behind the company. They also continue to see upside potential in the chip giant’s shares driven by the combination of a now-stable PC market, strong growth in DCG, improved profitability in mobile and a very large share repurchase plan

    Intel shareholders are paid a very solid 2.8% dividend. UBS has a $41 price target on the stock, while the Thomson/First Call consensus price target is posted at $37.17. Intel closed Wednesday at $34.26 a share.

    Sentiment: Strong Buy

  • analysis101vp analysis101vp Jan 19, 2015 11:21 AM Flag

    I think $3 for 2015, considering they will cut costs higher than $800 million on mobile.
    They may even be more aggressive than $6 Billion on buyback.

    Sentiment: Strong Buy

  • Reply to

    My Current Take on Intel

    by wallisweaver Jan 15, 2015 10:42 AM
    analysis101vp analysis101vp Jan 15, 2015 9:14 PM Flag

    I closed my January 2015 position of $25 and $27 calls prior to earnings.
    I've been holding these for about a year. Already have quite a bit of 2016 calls
    which I held since they cannot be killed in one day as the 2015's could. I would never
    gamble a call that has only one month or less left over after an earnings call. Does not matter
    how confident I am about the stock since market manipulators may be able to play the stock in the
    short term, whereas the companies strengths will move the stock in the long term.
    So this drop that may happen tomorrow would be a great opportunity for me to start to increase
    my long term call position for January 2016, since the report had a lot to cheer about and the story has
    not changed. In fact, the CEO did give some clues that they were being very conservative. Once of which was that they expected emerging markets to remain weak. So any strengths there would surely add to revenues. Beating estimates in a big way while guiding the mid point within 0.5% of expectations with a 3.6% margin of error, is good reason to buy the dips. Will start buying tomorrow if stock is down and will add if it continues to go down as I'm pretty confident that stock will resume its run to $40's and beyond.

    Sentiment: Strong Buy

ARMH
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