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ARM Holdings plc Message Board

lackeygarrett 7 posts  |  Last Activity: Feb 14, 2015 10:49 AM Member since: Jun 8, 2011
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  • This just occurred 2/9/2015

    About the portofolio:
    To enter the Small/Mid-Cap Model Portfolio, a stock must
    have a market capitalization of $4 billion or less, a 4-STARS
    or 5-STARS ranking, and good long-term prospects in the
    opinion of the S&P Capital IQ equity analyst who follows
    it. S&P Capital IQ’s Senior Portfolio Group may replace any
    stock in the portfolio with another stock at any time for
    reasons that can include a downgrade in STARS ranking
    or other factors, though a stock will not necessarily be
    removed for changes to its market capitalization. This
    portfolio was launched on May 23, 2003. From inception
    through January 31, 2015, the portfolio rose at an average
    annualized rate of 12.88% excluding dividends, compared
    with 10.33% for its benchmark, the S&P Mid-Cap 400.

  • lackeygarrett lackeygarrett Feb 12, 2015 9:25 PM Flag

    Well, one thing is quite evident ......... you have never owned a business and had to pay on a triple net lease.

    Reading up on escalators might prove enlightening to you.

    FYI: If there was not a $ 50M impairment charge for Monroe, that same amount of money would have equaled a 5 cent dividend increase per share ( 25% increase )

    Of course if you believe an impairment of that amount will be made by the company each year and that none of the future purchases/leasebacks will be successful ................. then selling now would be a prudent decision.

    However, not all stock holders are of that belief.

    The current market cap is $ 3B and the underlying assets are over $ 4B - doesn't appear to be overvalued to these eyes.

  • lackeygarrett by lackeygarrett Feb 11, 2015 7:24 AM Flag

    The key to AMD's future success lies within heterogeneous computing and networking.

    There is no question that Intel DOMINATES the x86 space, but as the performance levels of mobile devices becomes even greater due to the dominance of ARM Holdings RISC processors, the amount of data that will grow tremendously from these devices and the need for servers in cyberspace to store this data will grow proportionally.

    While CISC processors dominate in PC shipments currently, the future will be a combination of RISC & CISC processors, not only in data servers, but PC's as well as the telcom network platforms that will interface with these more powerful mobile devices.

    AMD is on record as stating they will be in 25% of data servers by 2019 with their RISC/CISC processors.

    In 2010 Microsoft bought an ARM architectural license and in that time frame from then to now MSFT has developed the software for an ARM server using both 32 & 64 bit processors. Linaro, a company formed by ARM - which is now independent, was started to take fragmentation out of individual company's proprietary devices to allow for seamless interoperability.

    With over 300M PC's sold yearly, mostly in the U.S. by Dell & HP, the future growth numbers will come out of China by Lenovo, who bought the IBM line years ago.

    Recent buyout claims by China companies most likely will not occur for obvious reasons, but a cash infusion into AMD should not be ruled out.

    The reason is simple. China wants to benefit from their country's growth in internet devices, whether wired or unwired, and will back their companies ( perhaps fastrack ) in this endeavor.

    Time and consumer demand are the pull throughs that will make this occur - when is always the deciding factor in monetizing this upcoming event.

  • Reply to

    What on earth happened today with AMD?!?

    by objected_gaap Feb 5, 2015 4:18 PM
    lackeygarrett lackeygarrett Feb 5, 2015 5:05 PM Flag

    Perhaps has something to do with short covering, which has hovered around 20% of the stocks share float.

  • 1/12/2015
    Integrated Silicon Solution Inc. (ISSI) and Spansion have entered a licensing deal that gives ISSI access to Spansion's HyperFlash memory and HyperBus technology portfolio, as well as access to MirrorBit technology in Spansion's foundries. The partnership will expand Spansion's licensing revenue from Spansion's MirrorBit technology, HyperFlash memory and HyperBus interface licensing program.

    The agreement gives additional IP rights to ISSI to expand its Flash product portfolio for automotive and industrial customers, as well as access to HyperBus technology that promises to dramatically improve memory performance while reducing pin count and board space. Financial terms of the agreement were not disclosed.

    ISSI intends to develop multiple HyperRAM and HyperFlash products based on the HyperBus interface. By combining HyperFlash and HyperRAM components on a single bus, chipset providers can reduce controller pin count, accommodate smaller packages and simplify PCB design, resulting in significant cost savings while improving performance. ISSI aims to provide the same high quality and long term support for HyperRAM and HyperFlash customers, similar to its SRAM, DRAM and Flash products.

    Samples of the HyperFlash products in both industrial temperature ranges and the automotive temperature ranges from ISSI will be available in the first calendar quarter of 2015.

  • Reply to

    Offering 20% more shares and the Price goes UP

    by george.kolar Jan 8, 2015 11:01 AM
    lackeygarrett lackeygarrett Jan 8, 2015 11:49 AM Flag

    Something to remember

    With 207M shares in the float and a 14.30 plus stock price the market cap is still below 3B, even though the company has assets of 4.5B.

    Still room to run in the long term.

    Means investors can experience capital appreciation in stock price along with future dividend increase.

    Pretty nice income recipe for old folks like me - LOL

  • Reply to

    Cypress - per Wedbush

    by lackeygarrett Nov 21, 2014 10:27 AM
    lackeygarrett lackeygarrett Dec 27, 2014 7:22 PM Flag


    Now there is a familiar handle - LOL

    Been awhile since posting.

    Retired now - spend 2-3 weeks cruising in the Caribbean on RCL for the months from Oct. - Apr.
    Probably move to the Jupiter, Florida area beginning of next year.

    Investing in MSFT, MPW & CY

    Will begin selling my ARMH(Y) shares in the reverse order I purchased them monthly since 2002 and will buy MSFT with the proceeds.

    What have you been up to ?

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