ARM Holding - 500 Beiträge pro Seite

[NoLitso]

Arm Holdings wurde im Juni 98 vom going-public-Magazin als interewssantes
internationales IPO vorgestellt. Die aus England stammende Gesellschaft
versteht sich als Intellectual Property Provider, sie entwickelt energiesparende
Computerchips, wie sie z.B. fuer Handys gebraucht werden, und lizensiert sie an
die Grossen der Computerindustrie (waren die ersten, von denen Intel lizensiert
hat)
Der Kurs hat sich im letzten Jahr versechsfacht,letzten Monat Splitt 1:4, kaum
umsätze in Deutschland, aber dafür in London und mehr noch an der Nasdaq
(Achtung, ein dort gehandelltes Zertifikat entspricht 3 Aktien).

Die Aktie ist nicht billig, aber die Gesellschaft setzt mit ihren Innovationen
Standards und mit der Vergabe von Lizenzen den Grundstock fuer kuenftige
Gewinne, da mit jedem verkauften Chip (z.B. in einem Handy, Laptop,...) bei
ARM die Kassen klingeln.

Hat jemand hier eine Meinung zu ARM...obwohl viel über Jumptec mit seinen
embedded technologies gesprochen wird, redet keiner hier über ARM, die
meiner Meinung noch besser sind.

seht euch mal den chart an (am besten bei www.bigcharts.com)

ich habe die seit über einem Jahr mit dem 5fachen im Gewinn, und werde sie
behalten, eine Meinung würde mich dennoch interessieren...

NoLitso

[NoLitso]

und hier der neueste Quartalsbericht (von www.freerealtime.com, armhy)

ARM HOLDINGS PLC INTERIM RESULTS FOR THE SIX MONTHS ENDED JUNE 30,
1999 ARM HOLDINGS PLC ANNOUNCES 48% GROWTH IN REVENUES AND 79%
GROWTH IN PRE Tax Profit

CAMBRIDGE, England, Jul 21, 1999 /PRNewswire via COMTEX/ -- ARM Holdings plc (Nasdaq: ARMHY; London:
ARM) announces its unaudited financial results for the second quarter and the six months ended June 30, 1999.

Financial Highlights (US GAAP)

Six months ended June 30, 1999

-- Revenues up 48% to 27.5 million Pounds Sterling
(1998: 18.6 million pounds)
-- Profit before taxation up 79% to 7.0 million pounds
(1998: 3.9 million pounds)
-- Unit shipments 28.6 million in first quarter of 1999
(1998: 5.4 million)

Second quarter ended June 30, 1999

-- Revenues up 46% to 14.5 million pounds (1998: 9.9 million
pounds)
-- Profit before taxation up 70% to 3.8 million pounds
(1998: 2.3 million pounds)
-- Earnings per fully diluted share following the four for one
share split
in April were 67% higher on the corresponding quarter last year
at
1.3 pence (5.9 cents per ADS*). These figures are after the
inclusion
of non-cash compensation costs relating to stock options
granted from
March 1997 to March 1998 of 0.1 pence per fully diluted share
(0.4 cents per ADS*)

* Each American Depositary Share (ADS) represents three shares

Commenting on the half year results, Robin Saxby, Chairman, President and Chief Executive Officer, said:

"These are excellent half year results. In a changing semiconductor industry, the ARM(TM) architecture is gaining
increased acceptance in a broad range of applications and the outlook for the rest of the year remains solid."

Jamie Urquhart, Chief Operating Officer added: "In the first half of the year, we launched the ARM9E(TM) core
which expanded the application reach of ARM technology. Our lead in power efficiency was demonstrated by ST
Microelectronics` announcement of an ARM7TDMI(TM) core running at just 0.9 volts on its 0.25 micron process. In
the second half of the year, we will see prototypes of the ARM10T(TM) microprocessor which will further extend
the range of the ARM architecture. All our products offer upward software compatibility, making ARM technology
an excellent choice for systems companies."

Jonathan Brooks, Chief Financial Officer, added: "The second quarter saw royalties increasing to 18% of revenues
against 11% in the first quarter. Combined with a favourable movement of sterling against the dollar, this improved
operating margins from 19.8% in the first quarter to 23.4% in the second quarter. We hope to be able to sustain
this improvement in margins for the remainder of 1999."

Operational Review

Licensee Development Five new partners signed licenses during the half year. Three took licenses for the
ARM7TDMI core, another took a license to the synthesisable version -- the ARM7TDMI-S(TM) while one licensed
the ARM720T(TM) macrocell. With the acquisition of VLSI Technology by Philips and the acquisition of LG
Semicon by Hyundai, all of whom were licensees of ARM technology, thetotal number of partners stood at 34 at
June 30, 1999 with six wishing to remain confidential for the moment.

The range of cores available to license has developed significantly over the last few years as demonstrated by the
wide range of licenses during the half year. Five partners took further licenses for a variety of products including
the ARM710T(TM), ARM9TDMI(TM), ARM9E, ARM920T(TM), ARM940T(TM) and ARM10T cores. The total
number of partners who have licensed cores from the ARM9(TM) family increased to nine at June 30, 1999.

During the second quarter LSI Logic and Lucent Technologies became the first licensees of the new ARM9E core
which is optimised for low-end digital signal processing (DSP) applications in a wide variety of end applications
including hard disc drives, DVD drives, mobile telephony, modems, personal digital assistants, internet
applicances, voice recognition, automotive and industrial control systems.

Lucent also became the first partner to announce it has licensed thehigh performance ARM10T core. It intends to
integrate the core into its system-on-chip portfolio to power communications applications including cordless and
digital cellular phones, personal digital assistants, enterprise data networks, wireless systems infrastructure, and
broadband wide area network infrastructure.

Design Win Activity During the first half of the year, a number of new designs were announced. These included
CDMA chipsets for the Japanese market from Qualcomm; advanced system-on-chip solutions for industrial control
applications from Rockwell Automation and Cirrus Logic; the world`s first single chip internet telephone solution
from Lucent Technologies; a new smart card platform from Motorola using Atmel`s smart card chip based on the
ARM microprocessor; 3Com`s newhigh performance network interface cards; a system-on-chip from Cirrus forhand
held information appliances; set top boxes from Nokia; WAP phones from Ericsson; and cable modems from
Conexant.

Growth in Unit Shipments Unit shipments for the first quarter of this year were 28.6 million units, a 34% rise from
the 21.3 million units in the fourth quarter of 1998 anda 433% rise on the shipments for the first quarter of 1998. In
total, 16 partners shipped products, two more than in the previous quarter. There appears to be potential for
significant growth in unit volumes over the next fewyears.

Employees and Facilities Staff numbers rose to 385 at the end of June compared to 308 a year ago. We have
experienced a tighter recruitment market in the UK for experienced engineering staff since the start of the year and
are around 15 below planat June 30, 1999, but we expect the situation to improve in the second halfof the year.
We moved into our new offices in Los Gatos, California in Apriland the construction of our new headquarters
building in Cambridge, UK is ontrack for us to move in early next year.

Corporate Developments There were two important corporate developments during the first halfof the year. At our
AGM in April, a four for one share split was proposed to improve liquidity and marketability in our stock and this
was approved by our shareholders. This became effective on April 21, 1999. Secondly, Acorn Group plc, which
had held approximately 24% of the share capital in ARM was acquired by MSDW Investments Holdings Limited in
a complex transaction which was completed in June. The transaction involved the de-listing of Acorn Group plc, as
a result of which the ARM shares held by Acorn were distributed to Acorn`s shareholders. Following the
completion of this transaction, Stan Boland, Chief Executive of Acorn, resigned from the board of ARM Holdings
on June 2, 1999.

Financial Review

Second Quarter ended June 30, 1999 Total revenues for the second quarter ended June 30, 1999 amounted to
14.5 million pounds, representing an 11% increase from 13.1 million pounds in the first quarter of 1999, and a 46%
increase over second quarter 1998 revenues of 9.9 million pounds. Product revenues, which comprise royalties,
license fees and the sale of development systems, decreased slightly from 10.9 million pounds in the first quarter
of 1999 to 10.7 million pounds in the second quarter of 1999, but were 29% higher than for the corresponding
period in 1998. Service revenues, which comprise consulting and support, maintenance and training, rose by 78%
compared to the first quarter and 125% compared to the corresponding period last year.

The strength of royalties and service revenues in the second quarter had a significant impact on the breakdown of
total revenues for thequarter. Royalties rose to 18% of revenues against 11% in the first quarter; consulting rose to
16% of revenues against 8% in the first quarter; license revenues fell from 64% in the first quarter to 47% in the
second quarter. The quarter saw a significant change in the sterling/US dollar exchange rate and this had a
positive effect on revenues of around 0.3 million pounds.

Research and development expenses were 4.0 million pounds in the second quarter of 1999 representing 28% of
revenues, slightly up on the 3.9 million pounds in the first quarter. Sales and marketing and general and
administrative costs remained at around 19% and 12% of sales respectively, when compared to the first quarter.

Income before income tax for the second quarter of 1999 was 3.8 million pounds or 27% of revenues compared to
3.2 million pounds or 24% of revenues in the first quarter of 1999 and 2.3 million pounds or 23% of revenues in the
second quarter of 1998.

Second quarter fully diluted earnings per share prepared under US GAAP were 1.3 pence (5.9 cents per ADS).
Under US GAAP, non-cash compensation costs relating to stock options granted from March 1997 to March 1998
recognized in the second quarter of 1999 were of 0.1 pence per fully diluted share (0.4 cents per ADS).

Six months ended June 30, 1999 Total revenues for the six months ended June 30, 1999 amounted to 27.5 million
pounds, an increase of 48% from total revenues of 18.6 million pounds in the six months ended June 30, 1998.

Product revenues which include license fees, royalties and the sale of development systems were 21.6 million
pounds, representing 79% of total revenues in the first six months of 1999. This compared to 15.3 million pounds
representing 82% of revenues in the corresponding period of 1998. Within product revenues, license fees
increased by 25%, royalties increased by 130% and the sale of development systems by 72% compared to the
first six months of 1998. Service revenues which include support, maintenance and training as well as consulting
were 5.9 million pounds, representing 21% of total revenues in the first half of 1999 compared to 3.3 million pounds
or 18% of revenues in 1998. Service revenues grew sharply in 1999 as consulting revenues rose from 1.4 million
pounds in the six months ended June 30, 1998 to 3.4 million pounds in the six months to June 30, 1999.

Research and development expenses increased from 4.9 million pounds or 26% of revenues in 1998 to 7.9 million
pounds or 29% of revenues in 1999.The increase in research and development costs as a percentage of revenues
demonstrates the Company`s continuing commitment to invest in developing next generation products. Interest
and similar income rose from 0.5 million pounds in the first six months of 1998 to 1.1 million pounds in the six
months to June 30, 1999.

For the six months ended June 30, 1999, income before income tax was 7.0 million pounds or 26% of revenues
compared to 3.9 million pounds or 21%of revenues in the six months ended June 30, 1998.

Fully diluted earnings for the six months ended June 30, 1999 were 2.3 pence per share (10.7 cents per ADS).
Under US GAAP, non-cash compensation costs relating to stock options granted from March 1997 to March 1998
recognized in the six months ended June 30,1999 were 0.2 pence per fully diluted share (0.9 cents per ADS).

In line with the Company`s previously stated dividend policy, the boardof directors does not recommend the
payment of an interim dividend in respect of the half year ended June 30, 1999.