armhy's goal is to collect royalties on everything electronic...they have a good start...tons of growth will come just from the announced design wins...can't wait to see how intel's strongarm architecture will be used. intel devoted a large part of the fall idf to strongarm.
is strongarm central to intel's new bluetooth?
and ibm, where does ibm fit in?
what does ibm have planned for arm technology?
i copied this from the uk thread..
clip...
Check out his web page at www.michaelwalters.com
he has mentioned them a number of times.
ARM HOLDINGS. My Mail column for Saturday Sep 4 is a return to ARM Holdings, the remarkable British microchip designer, with the rest of the column taken up by an update of my stop loss table That table is now so large, because prices have been relatively firm and there have been few sells, that it takes up a lot of space and effort from everyone because prices must be changed late on a busy production schedule.
I did have another tip in mind, but I have to write on a Thursday, and the market mood was grim then, and I thought it unwise to introduce a new hi-tech stock. I might go back to it.
I hope people like regular updates on stocks they have bought, and the case for ARM gets progressively more interesting. This time the piece featured news on the ARM website of opportunities in the motor industry. They are enormous, because each car might soon be using 20 to 30 central processing units, governing braking, engine monitoring, phones and so on. Ecah of these involves ARM input. ARM does not make the chips, but designs them, receiving a licensing fee, and a royalty per unit.
ARM is working with motor component suppliers and electronics companies to refine the product. Basically, while ARM has come to dominate the mobile phone industry, there is only one ARM unit in each phone. There could be 20 or more in each car, especially as the motor industry is moving into the more sophisticated chip sets in which ARM specialises. This year, ARM will be in 100 million units (double the 1998 figure). Assuming world car production is 35m a year, and ARM gets half of the market, that could be 350m units - and fairly quickly. We are looking at 2003 - 2004 perhaps.
Add to this good news that the ARM chip design will be in Nintendo's next Game Boy machine, and there can be no doubt that this British business is going from strength to strength. There are alos advances in hand with IBM and Intel.
Profits hardly come into this yet. ARM is capitalised at œ1.9bn (Damn. I have just realised that I did not get to update the figure of œ1.8bn on the Mal piece to take account on Friday's share price rise to 982 1/2p) and brokers expect profits this year tio hit œ15m, with just over œ20m for next year But we could be talking œ100m in 2003 - 2004.
(This comment September 3) |
