ARM Holdings

iPhone, Android Still Rule While BlackBerry Falters

April 29, 2011

Just a heads up! I have a new article up at Minyanville discussing yesterday’s vital smartphone-industry news. Here’s an excerpt: On February 7th, IDC reported that smartphone shipments surpassed PC shipments for the fourth quarter of 2011, marking an important first for the mobile-computing industry. Then in late March, IDC said it expected the smartphone market to [...]

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IDC: iPad to Hurt Hard-Drive Shipments

October 4, 2010

I can’t and I won’t and I don’t hide my bearishness on the entire PC industry with the exception of Apple (AAPL). Now here’s an interesting piece of analysis out of market-research firm IDC. Those good folks see tablets, which use flash memory rather than traditional hard-disk drives, puttting a 2-3% drag on hard-drive shipments [...]

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ARM Holdings Soars on Oracle Takeover Rumors

September 24, 2010

ARM Holdings (ARMH), which I called The Momentum Play of the Year on Minyanville backon September 10th, is surging nearly 8% to $19.85 today on takeover rumors. According to Bloomberg, Oracle (ORCL) CEO Larry Ellison told analysts yesterday that “You’re going to see us buying chip companies.” Here’s the key excerpt from Bloomberg: “Ellison said [...]

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