Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Walliker who wrote (223)	10/18/1999 12:07:00 PM
From: unclewest	Read Replies (3) \| Respond to of 912

john, after some study...i am unsettled with armhy's report. not a short player just being honest. i do not believe 45% top line growth is sufficient to carry a 350 pe. armhy announced earlier this year that they were planning to double headcount....that has not been done. no doubt that helped get the 77%....but, if they need the people to do the job??... i have been an avid armhy investor and i have done very, very well. i thank bernard for getting me here. i just sold. i reinvested in bac which just reported blowout earnings, pays 3.5% dividend and based on new earnings has a pe of 10. also bought more cree. cree has 70% (+/-) top and bottom line growth and a pe of 85. unclewest i will be back if the pe gets more in-line.