Technology Stocks : ARM Holdings (Advanced RISC Machines) plc. ARMHY -- Ignore unavailable to you. Want to Upgrade?



To: W D J Moore who wrote (635)10/2/2002 7:38:33 AM
From: nigel batesRead Replies (1) | Respond to of 894
 
Should be getting towards time to buy, IMO. Current price (around noon in the UK) is 47p, which would put it on around 20 times forward earnings, annualising the £8m, and allowing for tax.
Could be another 20 or 30% downside, though.

nig



To: W D J Moore who wrote (635)10/5/2002 8:38:52 PM
From: Johnny CanuckRead Replies (2) | Respond to of 894
 
Does anyone know the break down in revenue for ARMHY?

Wireless versus other segments?

Contract versus royalty revenue?

I wonder if the miss is because of the lack of new design wins given the weakening demand environment. The lack of design wins would mean contract revenues would be down significantly.


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