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1.  Re: lemon 
Well 2 "nice" responses and one "taking me to the woodshed." First, thanks for both - as one of those posters said (taking liberties), "If you...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   6-Feb-10 03:10 pm
 
2.  Re: lemon 
Thanks for the kind words, but I must have a character flaw about ceding the last word. Only because I LOVE your analogy and find just a single SERIOUS flaw in it. -- if you have 2 horses with equal...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   5-Feb-10 01:31 pm
 
3.  Re: lemon 
Last little bit on this - for now. a) you missed my little joke. b) Maybe, a leopard CANNOT change his spots.... but a computer company can! ... You're miraculous on your knowledge of details, but the BIG PICTURE...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   5-Feb-10 12:18 pm
 
4.  Re: lemon 
In answer to your "suggestion" - 1) I'm gonna guess that ARM's decision makers LIKE living where they're living and their "corporate culture" and would be reluctant to become Intel-ites. 2) Another guess...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   5-Feb-10 07:57 am
 
5.  Re: lemon 
Thanks for that very well reasoned post. I stand corrected - as usual - as to the DURATION of the partnerships (ARM with Samsung et al). And you're certainly right that those...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   5-Feb-10 06:26 am
 
6.  Re: Matt - whatcha make of this? 
You're asking the right questions - IMHO. I asked them a while back - at WAY too great a length, I'm sure.... Of course, a month or 2 is not trivial in an area so big and so near the...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   4-Feb-10 12:54 pm
 
7.  Re: Matt - whatcha make of this? 
Nice to think that they're an "independent" voice. They're certainly more quantitative than most, although this snippet discards all/most of the statistics that may have put ARMH on a short list for a writer to "weave...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   3-Feb-10 10:01 am
 
8.  Matt - whatcha make of this? 
Nothing obscure - Morningstar this A.M. lists a few stocks they're nervous about, one of which is ARMH.... They write something that's VERY questionable, particularly what I've set off with **asteris ks...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   3-Feb-10 08:37 am
 
9.  Re: A nice example of ubiquity 
I think it's now official ... and I think it was "pre-announced" yesterday. I understand how indexed funds work, but sometimes the obvious gets missed. 1) In that the...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   3-Feb-10 08:32 am
 
10.  Re: A nice example of ubiquity 
Should be a shot in the Arm for our guys! Was yesterday's "spike" really (just) rooted in the addition to the FTSE? ... Strikes me as semi-spurious - i.e., not warranting an...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   3-Feb-10 07:10 am
 
11.  Re: Who got suckered into selling yesterday? 
I doubt that too many people sold for that reason. Apparently - this from people who know the company WAY better than I ever will AND who post regularly on this board - ARMH has had a history of...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   2-Feb-10 03:43 pm
 
12.  Re: iPad reactions: From gushing journalists to jaded bloggers 
OK selection of reactions, Matt, but some of these people were either taken VERY out of context ... or they're dumber than dirt. (Note: I must have read 200 reactions...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   28-Jan-10 02:13 pm
 
13.  it&&39;s a brand new day 
Greeted at 6 AM NY time with this from Bloomberg.com: Bid 200.000Ask 200.500 up 6 or more whatevers - hey, do the Brits use Euros these days? Matt - in my checkered investment...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   28-Jan-10 06:16 am
 
14.  Re: teenagers 
Matt - Part of "your problem" explaining ARM is like mine - OVERcomplicating matters.... Obviously, your final "Take a penny and keep doubling it" loses both...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   28-Jan-10 12:17 am
 
15.  teenagers 
BroadBandWagon has got me thinking.... What DO people want in a computer? His observation of his own 1 or 2 teens tells him that Facebook, Twitter, YouTube (all born in the...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   27-Jan-10 10:42 pm
 
16.  Re: Apple is great 
Gotta respond to that - VERY amicably. I was wrong - or, at least, I've changed my mind/tune. I was watching the live blog and the stocks (AAPL and ARMH) simultaneously.... The blogger...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   27-Jan-10 05:00 pm
 
17.  Re: what&&39;s inside the iPad 
Lighten up, bb - or look what your browser underlines in red! ... I certainly consider myself more lucky than smart to have loaded up in the last day or 2... But, guys (gals, too, if any lurk...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   27-Jan-10 04:44 pm
 
18.  Re: what&&39;s inside the iPad 
I think that only teenagers (with parents sans discipline) and people who cannot spell a HS word like "definitely" and the zillion people who want to impress a zillion other people will buy it... but that may be...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   27-Jan-10 03:08 pm
 
19.  Re: Apple Tablet Unveiling Live Blog 
Bless you, Matt. What do you want to bet that the "view it live" options (at least on my PC with OK specs and broadband) wouldn't work at 1 PM Eastern - because "the whole friggin' world WILL BE WATCHING." I've...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   27-Jan-10 12:08 pm
 
20.  Re: this could be big for ARM 
History is interesting - and not all that rosy, since one "scenario" is that Apple bought back its design team (or certainly replacements for same), and all ARM'll get are...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ARM Holdings, plc
  lemonyelow1   27-Jan-10 11:13 am
 

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