News - ARM expects slowdown in second half of 2012

[HEXUS]

Also Deutsche Bank cuts ARM Holdings PLC price target to 400p.

Read more.

[scaryjim]

I'm not business-savvy enough to know if DB's repositioning is fair or not, but if ARM does fall to ~ £4 I might be tempted to buy a few shares ... I think Windows on ARM could be a big driver if hardware OEMs get their devices right, but that needs weighing against Intel's relatively well-received foray into the smartphone sector - and also whether AMD decide to try to push into the sub-1W envelope at all. I think what's undeniable is that ARM faces more competition in its traditional strength markets in the near future...

[howdee]

• Falling smartphone chip prices put pressure on ARM to keep level or reduce royalty rates
• Windows on ARM sales will disappoint
• Analysts at Deutsche Bank believe Intel is looking likely to grab more mobile market share in 2013+

Not so sure about the first statement as the huge entry level market progresses to higher performing smartphones, especially in the developing countries markets, but the other two are spot on IMHO. ARM has still a lot of CE markets left to explore, so I wouldn't worry too much about the value of their shares for the moment. "Wintel" might steal the spotlight for a short while, but only until they manage to shoot themselves in the foot again. Shouldn't take long...

[Andrew McP]

Is this their way of telling us their tech's not in one or more of the new iProducts?

[abaxas]

Is this their way of telling us their tech's not in one or more of the new iProducts?

Apple pay next to nothing (like everyone else does) for a license, so instead, spend millions of dollars moving to yet another architecture.

Your argument is not wholly convincing.