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Boxenbauer  

Monday January 28, 2:17 am Eastern Time

Press Release

SOURCE: ARM Holdings plc

ARM Holdings plc Preliminary Results for the Year
Ended 31 December 2001

ARM Holdings plc Announces 45% Growth in Annual Revenues and 42% Increase in Pre-Tax
Profit

CAMBRIDGE, England, Jan. 28 /PRNewswire-FirstCall/ -- ARM Holdings plc (LSE: ARM); (Nasdaq: ARMHY - news)
announces its unaudited financial results for the fourth quarter and the twelve months ended 31 December 2001.

   FINANCIAL HIGHLIGHTS (US GAAP)

   Fourth quarter ended 31 December 2001

   -- Revenues up 35% to 40.2 million pounds sterling
       (Q4 2000: 29.8 million pounds), 7% higher than Q3 2001

   -- Profit before taxation up 38% to 13.8 million pounds
       (Q4 2000: 10.1 million pounds), 7% higher than Q3 2001

   -- Earnings per fully diluted share 0.9 pence (3.9 cents per ADS*)
       (Q4 2000: 0.9 pence and 3.8 cents respectively, inclusive of benefit
       of QUEST in 2000) (1)

   Twelve months ended 31 December 2001

   -- Revenues up 45% to 146.3 million pounds (2000: 100.7 million pounds)

   -- Profit before taxation up 42% to 50.3 million pounds
       (2000: 35.4 million pounds)

   -- Earnings per fully diluted share increased to 3.3 pence (14.5 cents
       per ADS*)  (2000: 2.9 pence and 12.8 cents respectively) (1)

   (1) if the tax savings resulting from the establishment of a Qualifying
       Employee Share Ownership Trust were excluded, then earnings per fully
       diluted share in the fourth quarter ended December 2000 would have
       been 0.7 pence or 2.9 cents per ADS*, and 2.3 pence or 10.5 cents per
       ADS for the year ended 31 December 2000

   * Each American Depositary Share (ADS) represents three shares


Commenting on the fourth quarter and full year results, Sir Robin Saxby, Executive Chairman, said: ``The continued growth in
our business during 2001 was especially significant given the very tough environment in our industry which prevailed during the
year. Delivering this sort of performance is very much a team effort and I would like to thank all of our employees and partners
for another great year's work. The momentum behind our partnership model is especially helpful in difficult times. We do not
expect a quick industry recovery in 2002 but we do expect another year of growth for ARM.''

Warren East, Chief Executive Officer, added:

``Licensing activity in the fourth quarter continued to be strong, with 15 licenses signed, and development systems sales were
8% higher when compared to the third quarter. We were also very pleased by the growth in fourth quarter royalty revenues
compared to the third quarter 2001. While unit shipments from our semiconductor partners were slightly lower than in the
previous quarter, royalty revenues were up 7% due in part to better royalties on higher value semiconductor products using
ARM9(TM) family core technology. 2002 has started promisingly with a number of new licensing deals and good prospects in
the pipeline.''

Jonathan Brooks, Chief Financial Officer, said:

``Our continued focus on improving working capital management helped increase cash balances to more than 104 million
pounds at the end of the year compared to 75 million pounds a year ago. ARM's strong financial position allows us to maintain
R&D expenditure despite the difficult trading environment. With our good start to the first quarter of the new year we remain
cautiously optimistic for our business.''

Operating Review for the twelve months ended 31 December 2001

In the context of a difficult economic environment and a severe downturn in the semiconductor industry, 2001 has been another
successful year for ARM with a 45% growth in revenues to 146.3 million pounds and pre-tax profit growth of 42% to 50.3
million pounds.

Licensing

Licensee Development

The total number of semiconductor partners increased to 77 by the end of 2001 compared to 50 at the end of 2000. Of the 27
new licensees in the year, 18 were per use licensees, and 9 ``conventional'' licensees. In 2001 there was a clear trend towards
our existing partners taking ``upgrade'' licenses and 'derivative' licenses for several cores at the same time, which helps increase
their commitment to the ARM® architecture. For example, 27 existing partners purchased 46 further products from us in total,
of which 17 were classified as ``upgrade'' licenses (defined as cores from a different family than that already licensed), and 29
``derivative'' licensees (defined as further cores in the same family already licensed). One product that was particularly
successful in 2001 was the ARM926EJ-S(TM) core incorporating our Jazelle(TM) technology. Capable of running Java(TM)
instructions up to eight times faster, it has been licensed to 16 existing semiconductor partners in a little more than a year.

``Foundry Programme''

2001 was a very successful year for our ``Foundry Programme'' which was established in 2000. Introduced to enable small
``fables'' companies to gain access to ARM technology on a less expensive ``per use'' basis for manufacture with one of the
three foundries that are part of the programme, 18 more companies licensed technology from us in 2001. This brings the total
number of ``per use'' licensees to 25 with over 40 separate designs purchased. During 2001, we extended the availability of
cores for ``per use'' licensing to include the ARM946E(TM) core and ARM1022E(TM) core as well as the ARM7TDMI®
core and the ARM922T(TM) core.

Non Core Licensing

Alongside our CPU core licensing business, the licensing of ``non core-based'' technology comprising peripherals, models and
application software grew to 11.9 million pounds in 2001, representing 15% of total license revenues compared to 7.8 million
pounds in 2000. Sales of these products grew as a result of the broadening range of our ``PrimeCell(TM) peripherals'', which
are blocks of intellectual property used in system-on-chip design, such as liquid crystal display controllers. We now offer 16
different PrimeCell solutions, with several more in development. With the availability of a wide range of these peripherals, we
introduced an open platform for the wireless market during 2001, called the PrimeXsys(TM) Wireless Platform. This gives
licensees both a time-to-market advantage in developing wireless solutions and a valuable standard framework to enable rapid
inter-working of software from different sources. We licensed this twice in 2001 and intend to launch other open platforms for
a range of end markets in the future. A further addition to our ``non core'' licensing portfolio was our own version of the Java
virtual machine. Designed to run in conjunction with our ARM926EJ-S core, we licensed this to three customers in 2001,
namely Symbian in Europe, Aplix in Japan and Savaje in the United States.

Unit Shipments and Royalties

Unit shipments for the twelve month period ended in September (we receive data one quarter in arrears) grew from 367 million
units in 2000 to 420 million units in 2001, an increase of 14%. Overall, ten new partners began shipping in the twelve month
period, bringing the total number to 33 compared to 23 in 2000. Royalty revenues grew by 9% from 25.6 million pounds to
27.9 million pounds. Our semiconductor licensees are not required to submit detailed information by end market and so we can
only provide estimates of the relative impact of each of the end markets where our technology is used. What is clear is that in
2001, the range of end markets broadened, with shipments commencing in the imaging (digital camera and printer), and secure
(smart card) markets. Shipments into the consumer markets grew with the success of the Nintendo Game Boy Advance, the
automotive market with braking systems from Bosch, and the storage market with disc drives from Fujitsu and others. These
more than offset the sharp reduction in products shipped to the networking market where consumer demand declined. The
wireless market, which includes personal digital assistants, remained the largest end market using ARM technology during
2001, accounting for approximately 50% of royalty revenues, or 10% of total revenues.

Development Systems

The strong level of demand for development systems continued, with year on year sales up 71% to 23.3 million pounds in
2001, compared to 13.6 million pounds in 2000. The continued growth in the sale of development systems can be attributed to
a number of factors. These include an improving range of development systems available for sale, the establishment of a
comprehensive distribution network with our tenth distributor recently appointed (compared to six a year ago), and continued
growth in demand from East Asia, particularly Taiwan where we recently established a regional office. The level of demand for
our development systems products continues to give us confidence that there is an increasing level of ARM technology-based
design activity around the world, with revenues being split approximately 40% in East Asia, 35% in the United States, and 25%
in Europe.

Product Development

We continue to invest heavily in research and development. Highlights in 2001 included the successful launch of our Jazelle
technology, the development of our next-generation ``ARMv6'' architecture, details of which were released in October, and the
launch of our SecurCore(TM) range of cores aimed at smart card and other markets where security is important. Progress on
our next-generation core, based on the ``ARMv6'' architecture, and code-named Jaguar, is on track and we expect to release
this later in the year.

Headcount

In view of the difficult environment during 2001, we decided early on that it would be prudent to moderate headcount growth
plans for the year until we saw an improvement. Overall headcount grew by 103 employees from 619 at the start of 2001 to
722 at the end of 2001, compared to 2000 when we took on over 170 employees. During the second quarter of 2001, we
opened an office in Detroit to improve links with the US automotive industry and toward the end of the year we made steps to
open a new sales office in China, which will be operational from 2002. We made one small business acquisition during the year,
acquiring certain key technologies and assets, as well as the ten-person embedded debug design team, from Noral Micrologics
Ltd based in Blackburn, UK. Noral was a private UK company specialising in the design of advanced embedded systems
development and debug tools and we are integrating their technology into our development systems products.

We continued to invest in improving the quality of the working environment, and employees at our Sheffield office moved to
larger premises while construction began on a further 35,000 square foot office in Cambridge to cope with the anticipated
expansion of our R&D activities.

Legal action

We were pleased to resolve our patent dispute with picoTurbo Inc. in December. Under the terms of the settlement, picoTurbo
assigned its intellectual property assets to ARM, acknowledged the validity and enforceability of our patents and agreed to
cease all sales and marketing activities forthwith. Both companies agreed to work with picoTurbo's customers to effect a safe
and smooth migration to the ARM roadmap for future designs. The continued protection of our intellectual property remains
very important to us. We now have over 180 patent families covering the scope of our activities, comprising around 650
patents which have been filed or granted in multiple jurisdictions.

Investments

The investment climate during 2001 was much more difficult than in 2000 so our approach to making small investments in
companies was very prudent and there was some rationalisation of our overall portfolio. As previously mentioned, we disposed
of our investment in Parthus Technologies plc and two of our minority investments, Sirius Communications and LinkUp Systems
Inc, were purchased by larger companies in stock deals. Overall a small profit was made on these disposals. During the year
we made a 1 million pounds investment in Pixim Inc., a company designing semiconductors for digital cameras. At the end of
2001, we had four minority investments in Cambridge Silicon Radio Limited, Coware Inc., Palmchip Corporation and Pixim
Inc.

Board Changes

We have continued the logical evolution of our organisation to be better able to manage the growth in our size. John
Scarisbrick, previously a senior vice president of Texas Instruments, Inc. was appointed an independent non-executive director
in August. In October, Warren East, previously Chief Operating Officer, was appointed Chief Executive Officer, enabling
Robin Saxby to relinquish his combined role of Chairman and Chief Executive Officer, and become Executive Chairman. At the
same time, the board was strengthened with the appointment of two more executive directors, Tudor Brown joining as Chief
Operating Officer, and Mike Muller, Chief Technology Officer. Both Tudor and Mike are founders of the Company and have
enormous experience of the ARM world. Jamie Urquhart, Chief Strategy Officer, resigned from the board at the same time,
allowing the board to remain a manageable size, still remaining with the Company as part of the senior executive team. Finally,
Jonathan Brooks, Chief Financial Officer for the last seven years, announced his intention to step down during the first quarter
of 2002 and Tim Score, Finance Director of Rebus Group Limited has been appointed to take over from him on March 1,
2002. Whilst the evolution of the Board has been considerable, we are confident we have the right people in place to take the
Company forward.

Current Trading and Prospects

2002 has started well with several more license agreements signed. Demand for our products and services remains good and
we anticipate a further year of progress. In the current economic climate, some of our customers continue to experience weak
trading conditions but this has not impacted our licensing and development systems business to date. Our medium-term visibility
could however be affected by a sustained downturn. The strength of our licensing business is built on the provision of
leading-edge technology and we continue to increase our research and development to broaden the reach and application of
our architecture.

Financial Review

Fourth Quarter ended 31 December 2001

Total revenues for the fourth quarter ended 31 December 2001 amounted to 40.2 million pounds, representing a 7% increase
from 37.6 million pounds in the third quarter of 2001, and a 35% increase over fourth quarter 2000 revenues of 29.8 million
pounds.

License revenues amounted to 22.7 million pounds representing 57% of revenues compared to 21.7 million pounds or 58% of
revenues in the third quarter of 2001 and 12.9 million pounds or 43% of revenues for the fourth quarter of 2000. Licenses
were signed with six new semiconductor partners during the fourth quarter of 2001, bringing the total number of partners to 77.
Three ``per use'' or ``foundry programme'' licensees took the ARM7TDMI core and one the ARM922T core, bringing the
total number of foundry programme licensees to 25 in total. One took a license to our SecurCore product and another a license
to the ARM7TDMI. In addition, four existing semiconductor partners took licenses to cores from different families
(``upgrades''), two for the ARM1022E core, one for the ARM926EJ-S core and one ``per use'' licensee took a license to the
ARM922T. Five partners took ``derivative'' licenses for further products within the same core family previously licensed, three
for the ARM926EJ-S core, and two for the ARM946E core. Six companies joined ATAPTM, our technology access
program in the quarter bringing the total number of members to 27.

Royalty revenues rose by 7% to 6.8 million pounds, or 17% of revenues, in the fourth quarter compared to 6.4 million pounds
or 17% of revenues in the third quarter of 2001. However, they were 16% lower than for the corresponding period in 2000.
There were 2 new shippers in the fourth quarter bringing the total number to 33. Development systems sales were 5.8 million
pounds, 8% higher than in the third quarter of 2001 and 31% higher than for the corresponding period in 2000. Service
revenues were 4.9 million pounds comprising consulting fees of 2.0 million pounds and support, maintenance and training fees
of 2.9 million pounds compared to total service revenues of 4.1 million pounds in the third quarter of 2001 and 4.4 million
pounds for the corresponding period in 2000.

Gross margins for the fourth quarter were 88%, slightly down from 89% in the third quarter.

Research and development expenses were 9.5 million pounds in the fourth quarter of 2001 representing 24% of revenues. This
compares to 9.4 million pounds or 25% of revenues in the third quarter of 2001. Sales and marketing costs for the fourth
quarter were 5.7 million pounds compared to 5.6 million pounds in the third quarter of 2001. General and administration
expenses were 6.9 million pounds in the fourth quarter of 2001 compared to 6.1 million pounds in the third quarter. The
continued high level of general and administrative expenses in the fourth quarter included expenditure on legal fees of 1.9 million
pounds in the quarter, and an increase in provision on doubtful debts of 0.2 million pounds. Operating margins were 31.7% for
the quarter compared to 31.2% for the third quarter of 2001 and 30.2% for the fourth quarter of 2000.

Income before income tax for the fourth quarter of 2001 was 13.8 million pounds or 34.4% of revenues compared to 12.9
million pounds or 34.3% of revenues in the third quarter of 2001 and 10.1 million pounds or 33.7% of revenues in the fourth
quarter of 2000.

Fourth quarter fully diluted earnings per share prepared under US GAAP were 0.9 pence (3.9 cents per ADS) compared to
0.9 pence (3.8 cents per ADS) for the third quarter of 2001 and 0.9 pence for the corresponding period in 2000. (The fourth
quarter 2000 fully diluted earnings per share would have been 0.7 pence (2.9 cents per ADS) if the tax reducing effects of the
Qualifying Employee Share Ownership Trust are excluded.)

Cash Flow

Net cash inflow from operating activities (UK GAAP) of 18.9 million pounds was generated in the fourth quarter of 2001.
Interest receivable was 1.2 million pounds, 12.8 million pounds was spent on the purchase of equipment, licenses and
investments, taxation paid in the quarter was 5.7 million pounds and 0.6 million pounds was received from share option
exercises and foreign exchange. Cash and short term investments, increased by 2.3 million pounds in the three months to 31
December 2001 from 102.2 million pounds at the end of September 2001 to 104.5 million pounds at the end of December
2001.

Twelve months ended 31 December 2001

Revenues

Total revenues for the twelve months ended 31 December 2001 amounted to 146.3 million pounds, an increase of 45% from
total revenues of 100.7 million pounds in the twelve months ended 31 December 2000.

Product revenues which include license fees, royalties and the sale of development systems were 128.0 million pounds,
representing 87% of total revenues in the twelve months to 31 December 2001, compared to 84.6 million pounds representing
84% of revenues in 2000. Royalty revenues grew by 9% to 27.9 million pounds in the twelve months of 2001 compared to
25.6 million pounds in 2000. The number of licensees shipping silicon chips based on the ARM architecture increased to 33,
ten higher than the corresponding period last year. Licensing revenues grew by 69% to 76.8 million pounds in the twelve
months to December 2001 compared to 45.4 million pounds for 2000. Sales of development systems also grew by 71% from
13.6 million pounds for the twelve months to December 2000 to 23.3 million pounds in the corresponding period in 2001.

Service revenues, which include consulting services and revenues from support, maintenance and training, grew to 18.3 million
pounds in the twelve months of 2001, representing 13% of total revenues compared to 16.2 million pounds or 16% of
revenues in the twelve months ended December 2000. Consulting revenues declined by 10% to 7.4 million pounds in 2001
compared to 8.2 million pounds in 2000, while revenues from support, maintenance and training grew by 37% to 10.9 million
pounds from 8.0 million pounds. The reduction in consulting revenues was a direct result of the reallocation of resource from
consulting projects to new licensing projects including the development of the PrimeXsys Wireless Platform.

   Gross margins
   Gross margins in both 2000 and 2001 were 88%.


Operating expenses

Research and development expenses increased from 26.4 million pounds or 26% of revenues in the twelve months of 2000 to
36.9 million pounds or 25% of revenues in 2001. The continuing increase in research and development expenditure
demonstrates the Company's commitment to investing in developing next generation products. Sales and marketing costs grew
from 17.8 million pounds or 18% of revenues in 2000 to 21.5 million pounds or 15% of revenues in 2001. General and
Administration costs grew from 12.3 million pounds or 12% of revenues in 2000 to 22.5 million pounds or 15% of revenues in
2001. Included in the figure for 2001 was a 5.5 million pounds charge relating to the legal fees incurred relating to the
now-resolved litigation against picoTurbo Inc. Goodwill of 1.9 million pounds, reflecting the amortization costs of five
acquisitions, was charged to the profit and loss account in the twelve months of 2001 compared to 1.3 million pounds in the
corresponding period of 2000.

Operating margins

Operating margins increased slightly to 31.5% in 2001 compared to 31.0% for 2000 when measured under US GAAP.

Interest

Interest rose from 3.9 million pounds for the twelve months to 31 December 2000 to 4.5 million pounds in 2001 reflecting the
Company's increasing cash balance that rose from 75.3 million pounds at 31 December 2000 to 104.5 million pounds at 31
December 2001.

Earnings and taxation

For the twelve months ended 31 December 2001, income before income tax under US GAAP was 50.3 million pounds or
34.4% of revenues compared to 35.4 million pounds or 35.1% of revenues in the twelve months ended 31 December 2000.
Under UK GAAP profit before taxation was 50.6 million pounds or 34.6% of revenues compared to 35.5 million pounds or
35.2% of revenues in the twelve months ended 31 December 2000.

The group's taxation rate measured under US GAAP increased from 17% in 2000 to 32% in 2001. The low taxation rate in
2000 was primarily due to the tax savings resulting from contributions to the Company's Qualifying Employee Share Ownership
Trust (QUEST), set up to acquire new shares in the Company for the benefit of employees and directors of the group in 1999.
Contributions to the QUEST saved 5.3 million pounds of tax in 2000.

Fully diluted earnings for the twelve months ended 31 December 2001 under US GAAP were 3.3 pence per share (14.5 cents
per ADS) compared to 2.9 pence per share (12.8 cents per ADS) for the twelve months ended 31 December 2000. Without
the advantage of the QUEST, earnings per fully diluted share in 2000 would have been 2.3 pence (10.5 cents per ADS*) .

Balance sheet and cash flow

Total assets rose from 127.3 million pounds at 31 December 2000 to 175.8 million pounds at 31 December 2001. Accounts
receivable increased by 31% from 18.9 million pounds at 31 December 2000 to 24.8 million pounds at the end of December
2001, compared to a 45% increase in year on year revenues. Deferred revenues increased by 53% from 12.7 million pounds
at 31 December 2000 to 19.4 million pounds at 31 December 2001. Deferred revenues represent invoiced sales not yet
recognized. The group's overall cash balances increased from 75.3 million pounds to 104.5 million pounds. 25.8 million pounds
was spent in 2001 on the purchase of equipment, licenses and investments.

Dividend

The board of directors does not recommend the payment of a final dividend in respect of the twelve months ended 31
December 2001.

                              ARM Holdings plc
               Fourth Quarter and Full Year Results - US GAAP
                    (in thousands except per share data)

                   Quarter     Quarter         Year         Year        Year
                     Ended       Ended        Ended        Ended       Ended
                    Dec 31      Dec 31       Dec 31       Dec 31      Dec 31
                      2001        2000         2001         2000    2001 (1)
                 Unaudited   Unaudited    Unaudited      Audited   Unaudited
               '000 pounds '000 pounds  '000 pounds  '000 pounds       $'000
   Revenues
     Product
      revenues      35,295      25,409      127,976       84,562     186,205
     Service
      revenues       4,922       4,417       18,298       16,168      26,624
   Total revenues   40,217      29,826      146,274      100,730     212,829

   Cost of revenues
     Product
      costs          2,306       1,110        8,209        4,566      11,944
     Service
      costs          2,651       2,499        9,080        7,081      13,212
   Total cost of
    revenues         4,957       3,609       17,289       11,647      25,156

   Gross profit     35,260      26,217      128,985       89,083     187,673

     Research and
      development    9,549       7,711       36,941       26,359      53,749
     Sales and
      marketing      5,655       5,863       21,457       17,841      31,220
     General and
      administration 6,876       3,242       22,521       12,349      32,768
     Amortization of
      goodwill         425         391        1,929        1,297       2,807
   Total operating
    expenses        22,505      17,207       82,848       57,846     120,544

   Income from
    operations      12,755       9,010       46,137       31,237      67,129

   Interest          1,194       1,064        4,470        3,912       6,504
   Share of loss of
    equity affiliate    --          --           --          (85)         --
   Gain on partial
    disposal of
    equity affiliate    --          --           --          512          --
   Minority interest  (105)        (22)        (303)        (192)       (441)
   Income before
    income tax      13,844      10,052       50,304       35,384      73,192
   Provision for
    income taxes     4,630       1,296       16,302        6,007      23,719

   Net income        9,214       8,756       34,002       29,377      49,473

   Net income        9,214       8,756       34,002       29,377      49,473
   Other
    comprehensive
    income
     Foreign currency
      adjustments      138        (293)          14           75          20
     Accumulated other
      comprehensive
      income            --      (2,470)      (2,087)       2,087      (3,037)

   Total comprehensive
    income           9,352       5,993       31,929       31,539      46,456
   Earnings per share
    (assuming dilution)
   Shares
    outstanding
    ('000)       1,025,480   1,027,872    1,024,633    1,028,276
   Earnings per
    share - pence      0.9         0.9          3.3          2.9
   Earnings per ADS
   (assuming dilution)
   ADS's outstanding
    ('000)         341,827     342,624      341,544      342,759
   Earnings per
    ADS - cents        3.9         3.8         14.5         12.8

    -- Translated solely for the convenience of the reader at December 31,
       2001 closing rate of $1.4550 = 1 pound


                              ARM Holdings plc
                     Consolidated Balance Sheet-US GAAP

                                      Dec 31          Dec 31         Dec 31
                                        2001            2000       2001 (1)
                                   Unaudited         Audited      Unaudited
                                 '000 pounds     '000 pounds          $'000
   Assets
     Current assets:
     Cash and cash equivalents       104,467          75,266        152,000
     Accounts receivable, net of
      allowance of
      800,000 pounds
      in 2001 and 155,000 pounds
      in 2000                         24,809          18,913         36,097
     Inventory                           581             385            845
     Prepaid expenses and other assets 6,006           4,652          8,739
     Income taxes receivable             550             439            800
     Total current assets            136,413          99,655        198,481

     Deferred income taxes               839             740          1,221
     Property and equipment, net      22,668          14,874         32,982
     Intangible assets                12,339           5,440         17,953
     Investments                       3,555           6,634          5,172
     Total assets                    175,814         127,343        255,809

   Liabilities and shareholders' equity
     Accounts payable                  2,361           2,049          3,435
     Income taxes payable              7,054           1,621         10,264
     Personnel taxes                     784             590          1,141
     Accrued liabilities               9,741           9,128         14,173
     Deferred revenue                 19,420    

ARM ist Bereich mobiler Geräte DER Prozessor-Designer.
Zumm Beispiel laufen die neuen Pocket 2002 PDA nur auf ARM-Prozessoren und auch Palm wird auf ARM umstellen.
Insofern überrascht es mich . daß die Aktie nicht besser läuft...  

in der aktuellen CT.

Gruß, doous  

                    ARM grows despite Q4 customer dip
                    Chip designer sees revenue and profit jump, shares fall
                    By Madeleine Acey, FT Investor  2:56:00 PM GMT Jan 28, 2002
                     
                    LONDON (FT Investor) - British microchip designer ARM said on Monday that
                    fourth quarter and full year profits jumped, despite a fall in customer shipments
                    at the end of the year.

                    But ARM shares led FTSE decliners, falling as much as 7 per cent after having
                    opened 1 per cent up. By late afternoon trade they sat 5.7 per cent down at 317p.
                    See Chart of the Day analysis.

                    Analysts said they'd hoped for detailed guidance on the current year from the
                    company. Some were worried about a slowdown in the number of new licensees
                    and the extent to which fourth quarter growth reflected deferred revenue.

                    Alex Scott, senior research analyst at Seven Investment Management, said ARM is
                    an extremely highly rated share with a 2001 price-to-earnings ratio of more than
                    100 times. "Any disappointment is bound to see the market take a harsh view," he
                    said. "That's pricing in something close to perfection." There may have been some
                    profit-taking, he added, but "anything on that kind of rating is going to be very very
                    vulnerable to anything but the best news.

                    "Arm is so dependent on the fortunes of its customers. Some are doing OK, others
                    are having a tougher time," he said. See last week's Motorola results story.

                    Profit jumps

                    ARM [UK:ARM, News, Chart, Research] [US:ARMHY, News, Chart, Research] said
                    fourth-quarter pre-tax profit grew 38 per cent over the same period the year before
                    to £13.8m. This was at the high end of analysts' expectations and represented 7
                    per cent growth over the third quarter.

                    Fourth-quarter revenue rose 35 per cent year-on-year to £40.2m, also up 7 per cent
                    on the third-quarter. Many had expected flat growth for the period.

                    For the year, pre-tax profit rose 42 per cent to reach
                    £50.3m - bang in-line with the analyst consensus.
                    Full-year revenue grew 45 per cent to £146.3m.

                    This contrasts with an expected 32 per cent drop in
                    global chip industry sales for 2001, according to the
                    Worldwide Semiconductor Trade Statistics Group.

                    Shipments slip

                    ARM said on Monday that despite the number of client shipments falling in the
                    fourth quarter, compared with the third quarter, royalty revenue was still up and
                    licensing and systems development also grew.

                    Unit shipments fell to 96m, from 103m in the third quarter. But customers sold 14
                    per cent more ARM chips in 2001, taking the year total to 420m units.

                    The company signed-up 15 new licensees in the quarter, down from 17 in the third
                    quarter. Outgoing chief financial officer Jonathan Brooks told journalists on a
                    conference call that he didn't think this number would go down again in the first
                    quarter of 2002.

                    But analysts had hoped for more detailed and upbeat guidance.

                    Guidance wanting

                    Credit Suisse First Boston analysts said the company had a cautious tone and
                    although ARM said it expected growth in 2002, it was no more specific than that.
                    ABN Amro agreed, "Guidance is not as strong as we've seen over the last few
                    quarters," said analyst Harvey Robinson.

                    ARM said in its results statement: "In the current economic climate, some of our
                    customers continue to experience weak trading conditions but this has not
                    impacted our licensing and development systems business to date. Our
                    medium-term visibility could however be affected by a sustained downturn."

                    CSFB said licensing revenue was up partly because a backlog was being cleared
                    and highlighted the slowdown in licence signings. It added it had previously put a
                    fair value on the shares of 280-300p.

                    But it said operating margins were "way ahead" of its own forecasts and ABN's Mr
                    Robinson pointed out that licensing revenue still grew 70 per cent on existing
                    customer business.

                    "There is no doubt ARM is outperforming but the extent it can drive top line against
                    the awful sector background is a moot point. However with a H2 recovery expected
                    and semis past the bottom we believe that ARM will hit our forecasts," he said.

                    Business model

                    Unlike many in the chip industry, ARM's business model
                    of designing rather than making chips protects it from
                    some of the cyclical dangers of the business. Its
                    diversified portfolio also means it is not as exposed to the
                    maturing PC market and the uncertain mobile phone
                    industry as some other players.

                    Hardware analyst Phil Smith at Teather & Greenwood
                    said in a recent note that he expects ARM's momentum to slow in the near term.
                    But he added that the markets for the kinds of chips that ARM focuses on are still
                    growing. Sales of embedded chips, for example, are expected to rise 20 per cent
                    in 2002.

                    End markets

                    ARM CFO Mr Brooks said the company expected the troubled networking market to
                    grow in 2002, adding it was comfortable with analyst consensus estimates for
                    ARM for the current year.

                    He said ARM's customers were now shipping the company's technology in all its
                    targeted end markets including digital cameras and smartcards.

                    It expected to release its new Jaguar chip design around the autumn, he added.
                    This could be used in processing video instructions and other applications in the
                    more sophisticated third generation mobile phone handsets, he said.

                    Asked if ARM was concerned about any potential
                    further delay to the roll-out of 3G, Brooks said that in
                    many respects 3G had already happened for ARM's
                    customers.

                    "They will continue to invest in developing better 3G
                    products even if there is slow take-up. We are
                    making our money from licensing better solutions to
                    our customers. The whole telephone market is so big that is not really a concern
                    for us," he said.

                    Cash in hand

                    Mr Brooks said ARM had £104m cash in the bank, versus £75m at the end of
                    2000. "ARM's strong financial position allows us to maintain R&D expenditure
                    despite the difficult trading environment. With our good start to the first quarter of
                    the new year we remain cautiously optimistic for our business," he said.

                    He added the company had no immediate plans for the cash and was unlikely to
                    use it for a big acquisition.

                    Chief executive Warren East said 2002 had "started promisingly with a number of
                    new licensing deals and good prospects in the pipeline".

Arm ist sehr hoch bewertet und jede kleine Enttäuschung wird hart bestraft.

Ich bleibe da lieber bei der Konkurrenz MIPS, die wesentlich moderater bewertet sind.

Gruß Dr. Broemme  

warum die Aktie nicht läuft, wobei ich das hohe KGV nicht überbewerten würd, die Marktstellung von ARM an sich ist sehr gut. DIe Frage ist wie sie das umsetzen können in mehr Lizenzen und mehr Umsatz. Aber MIPS als Alternative?
Wer nimmt noch MIPS außer SUN?  

Nicht zu vergessen die Play Station II.


Tuesday January 8, 9:01 am Eastern Time

Press Release

SOURCE: MIPS Technologies, Inc.

MIPS Technologies Announces Microsoft Windows
CE .NET Will Support MIPS 32-, 64-Bit
Microprocessor Architectures and Cores

Industry-Standard MIPS Architectures Combined with Microsoft's
Robust Embedded Operating System Offer Systems Designers an
Optimized Platform for Digital Consumer Devices

LAS VEGAS--(BUSINESS WIRE)--Jan. 8, 2002-- MIPS Technologies, Inc. (Nasdaq:
MIPS - news; Nasdaq:MIPSB - news), a leading provider of industry-standard processor
architectures and cores for digital consumer and networks applications, announced that
Microsoft Windows CE .NET, a real-time operating system for next-generation smart
devices that was introduced yesterday at the Consumer Electronics Show, supports the
industry-standard 32- and 64-bit MIPS® microprocessor architectures and cores. Together,
the technologies offer systems designers an optimized software environment that reduces
overall design time for next-generation digital consumer devices that need the performance
and power to enable an enhanced user experience. The only 64-bit processors that are
currently supported by Windows CE .NET are based on the MIPS architecture.

Manufacturers of robust, multimedia information appliances such as digital set-top boxes and
other smart devices now have an optimal solution in the combination of Windows CE .NET
and the many embedded processors and cores available from MIPS Technologies and its
semiconductor licensees. The MIPS architecture drives many of the world's most compelling
digital consumer and networking products. It is the de facto standard in millions of digital
cameras, printers, game consoles, advanced digital set-top boxes and other TV-related
systems from the world's leading digital consumer OEMs such as Hughes Electronics
(DIRECTV), Motorola Broadband Communications Sector, Pace Micro Technology,
Philips, Pioneer and Sony.

``As consumer devices evolve into a multimedia, multifunctional infotainment gateway,
powerful hardware and software platforms are critical to delivering these devices,'' said Keith
White, senior director of marketing for the Embedded and Appliance Platforms Group at
Microsoft Corp. ``The robust functionality enabled by the Windows CE .NET platform and
high-performance, power-efficient MIPS-based(TM) processors allows OEMs to rapidly
deploy smart, low-power products that create rich, personalized experiences for consumers
across a variety of devices.''

According to Gartner/Dataquest, the digital set-top box production worldwide will more than double in the next few years,
from 40 million in 2001 to 93 million in 2005. Four of the top five manufacturers of digital cable boxes worldwide use
MIPS-based processors, as do the two leading cable satellite companies in the U.S., DIRECTV and EchoStar
Communications.

``Consumer demand for higher-quality media and graphics and secure information access for e-commerce and entertainment
services is one reason why the MIPS architecture is the standard in digital set-top boxes. It's powerful, yet flexible, efficient and
highly scalable, and it offers 32- and 64-bit compatibility, giving our semiconductor and OEM licensees plenty of headroom to
grow,'' said Kevin Meyer, vice president of marketing at MIPS Technologies.

Only MIPS Technologies openly licenses 64-bit embedded processor architecture. NEC Electronics and other leading
semiconductor makers use 64-bit technology from MIPS Technologies to develop processors for a variety of information
appliances that demand the rich media and graphics only 64-bit technology can provide. Windows CE .NET running on 64-bit
MIPS-based processors raises the bar for next-generation devices by enabling lightning-fast, movie-quality images,
higher-quality audio, and high-speed encryption.

Einfach mal auf der Homepage
vorbeischauen.

Gruß Dr. Broemme
 

Ja sicher läuft Windows CE auf MIPS Prozessoren. Die haben einen Cross-Compiler, da kann man auch Windows CE. NEZ auf SH3 SH$, PowerPC zum Laufen kriegen . Das sagt aber nichts darüber aus, daß auch Hersteller solche Prozessoren verwenden in Riesenstückzahlen. Casio hatte lange Zeit auf MIPS für ihre PDAs gesetzt und schwenkt jetzt um auf ARM.
Natürlich Play Station 2 ist ein Argument für MIPS.
Rein technisch finde ich ARM besser schon der Code ist viel kompakter als bei MIPS. Ist wahrscheinlich auch der Grund, daß ich der Aktie nichts abgewinnen kann...  

Du scheinst hier der echte Profi auf dem Gebiet zu sein.

ARM hatte ich übrigens vor anderthalb Jahren mal im Depot (standen die damals wirklich bei über 70 Euro, oder täuscht mich da meine Erinnerung(oder Split)? und sogar rechtzeitig mit Gewinn verkauft.

Gruß Dr. Broemme  

@Dr. Udo:
Arm hat zweimal gesplittet:
- Split (19.04.00)   1 : 5
- Split (21.04.99)   1 : 4  



Grüße

Boxenbauer  

Wednesday January 30, 4:00 am Eastern Time

Press Release

SOURCE: ARM

Toshiba Licenses ARM Core for Mobile Products;
New License Will Enable ARM Jazelle Technology for
Mobile Applications

TOKYO, and CAMBRIDGE, England, Jan. 30 /PRNewswire-FirstCall/ -- Toshiba Corporation
and ARM [(LSE: ARM); (Nasdaq: ARMHY - news)], the industry's leading provider of
16/32-bit embedded RISC microprocessor technology, today announced that Toshiba has
licensed the ARM926EJ-S(TM) core processor. This license will enable Toshiba to offer an
ideal processor for wireless applications such as mobile phones and personal digital assistants
(PDAs).

Toshiba became an ARM® licensee in 1999 with the ARM7TDMI® core and the
ARM946E-S(TM) core, which it has used to reinforce its embedded microprocessor business.
The newly licensed ARM926EJ-S core is optimized for mobile products that support Java(TM)
technology environments.

The ARM926EJ-S core contains ARM Jazelle(TM) technology that accelerates Java execution
by up to eight times compared to a fully software-based JVM. It can also run diverse platform
operating systems, such as Linux, Palm OS, Windows CE and Symbian OS, in mobile phone or
other applications. The ARM926EJ-S core is fully synthesizable, enabling it to be applied to
several generations of process technology. It also features selectable size instruction and data
caches, and instruction and data tightly coupled memory interfaces. To further ease
development of a complex system-on-chip (SoC), an Embedded Trace Macrocell (ETM)
interface and an AMBA® AHB (Advanced High-Performance Bus) on-chip interconnect
interface are also provided.

``Mobile products are evolving to embrace such functions as image transmission, that requires
de facto standard Java technology-based middleware. This license will allow us to easily offer a
Java technology- based SoC solution to our customers,'' said Shigeru Komatsu, general
manager of the Telecom and Network Division at Toshiba's Semiconductor Company. ``Our
licensing of the industry-leading ARM926EJ-S core will enable us to expand our SoC solution
business with IP-rich advanced embedded technologies.''

``By licensing the ARM926EJ-S core, Toshiba, a major global semiconductor supplier, is able to
design and supply to their customers core-based SoCs with excellent Java technology and
integer performance to meet the needs of future generations of exacting applications,'' said
Takio Ishikawa, president of ARM K.K. ``By adding the powerful and flexible ARM926EJ-S
core to its existing ARM licenses for the ARM7TDMI core and the ARM946E-S core, Toshiba
is significantly broadening the choices they are able to provide their customers.''

Gruß Dr. Broemme
 

Wednesday February 6, 1:01 am Eastern Time

Press Release

SOURCE: MIPS Technologies, Inc.

MIPS Technologies Welcomes AMD As Newest
Licensee

AMD to Offer Solutions For Personal Connectivity Using MIPS-Based
Technology

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Feb. 5, 2002--MIPS Technologies,
Inc. (Nasdaq:MIPS - news, MIPSB - news), a leading provider of industry-standard
processor architectures and cores for digital consumer and network applications, today
welcomed semiconductor giant AMD (NYSE:AMD - news) as the newest member of MIPS
Technologies' global licensee base that is using the MIPS architecture to gain design wins
within the burgeoning worldwide wireless and wired device marketplaces.

AMD today announced the acquisition of Alchemy Semiconductor, an Austin-based startup
that has been spearheading the development of the MIPS32(TM) architecture for the high
performance, low-power microprocessor market. Personal connectivity devices such as
personal digital assistants (PDAs), web tablets, gateways and portable Internet access
devices require increased performance and lower power consumption over current
technology offerings to provide consumers the features associated with ``next-generation''
applications. Alchemy's MIPS32-based products are designed to address these types of
market requirements.

Alchemy Semiconductor was founded in 1999 by several of the most prominent
microprocessor architects and developers in the world, including many members of the design
team that created the StrongARM architecture. After licensing the MIPS32 architecture,
Alchemy developed multiple ultra-low power, high-performance MIPS-based(TM)
embedded processors that earned industry awards. Alchemy also drove a series of
partnerships with technology leaders such as Microsoft, Monta Vista, Philips Semiconductor,
Epson and others that increased the visibility of the MIPS architecture within the marketplace.

``Throughout its twenty-year history, the MIPS architecture has successfully scaled the entire
spectrum of semiconductor designs,'' said Dr. Billy Edwards, vice president and general
manager of AMD's Personal Connectivity Solutions group. ``Alchemy's MIPS-based
solutions provide an excellent architecture for addressing the performance and power
requirements of the emerging Internet access device market. We look forward to expanding
upon these current offerings to become a leader in this high-growth market segment.''

``Today's combination is a validation of Alchemy Semiconductor's technology, innovation, and business plan,'' said Jim Moore,
chief executive officer of Alchemy Semiconductor. ``There is a great synergy between the customers, technologies, and cultures
of these two companies that makes AMD and Alchemy a natural fit. This combination will allow Alchemy to continue its strong
growth trajectory while invigorating our business plan with resources that only a large company like AMD can supply.''

``We are pleased that AMD has chosen our long-time partner Alchemy Semiconductor -- and the MIPS architecture -- as a
technology platform which will become a key part of its future strategy,'' said John Bourgoin, chairman and CEO of MIPS
Technologies. ``MIPS Technologies looks forward to working with AMD and others to further drive MIPS-based solutions
into an increasing number of markets and applications. I also thank the entire team at Alchemy Semiconductor for their
dedication and devotion to the MIPS community.''  

11:52AM ARM Holdings removed from Britain's FTSE 100 index (ARMHY) 7.15 -0.45: The Times of London reports that ARMHY (along with two other British co's) was removed from the prestigious FTSE 100 index last night; article says the shares have fallen so far in the past three months that they no longer merit a place in the index.

 

Ich finde keine neueren Meinungen mehr zu ARM Holdings. Gibt es keine Interessierten mehr für dieses Papier ? Ich "surfe" seit Anfang 03 ab Kursen um 0,90 € damit, und bin nur wenige Male von Welle abgestürzt, per Saldo aber deutlich positiv.    

Chip-Hersteller für die Generation iPhonehttp://www.focus.de/finanzen/boerse/aktien/tid-18246/mobilfunkdie-konkurrenz-schlaeft-nicht_aid_507537.html  

...finde ich beeindruckend. Zumal ich auch letzte Woche über ARM alle Infos eingeholt hab, die es nur gibt. Ich habe mich am Freitag dazu entschlossen zu investieren. Ich muss dazu sagen, dass ich auch noch in Dialog investiert bin,aber durch die ganzen Geier und die hohe Volatilität sehe ich langsam die Aktie in den Keller rauschen, obwohl es eine gute Firma ist, wie ich denke. Ich denke ich werde noch bis ende dieser Woche schauen und entscheiden, ob ich weiter in Dialog bleibe (bin seit 5,85 drin). Aber nochmal zu Arm: Ich glaube nach den ganzen Infos, dass diese noch besser aufgestellt sind, wie andere Chip-Hersteller. Und das zu diesem Preis? Der Chart verspricht gutes. Habe zu knapp 3,00 gekauft. Ich drücke mal die Daumen....Wie heisst es so schön im neuen Walls Street 2: Reingehen ist einfach, aber raus....?
Würde gerne Eure Meinung hören....  

will auch in arm investieren. der kurs ist im vergleich der letzten jahre natürlich sehr hoch aber anscheinend auch begündeterweise. anscheinend kommt der boom bei arm noch und vielleicht sehen wir die 10€ je aktie in einem jahr?? wer weiß  

bin mir jetzt doch nicht so sicher, obs noch ein kauf ist. wenn dann ein langfristiger kauf, weil momentan das KGV 130 beträgt und das ne gaaanze menge ist......  

ARM Holdings has announced that its chip technology may be used for powering Google TV. It is now reported that the Internet-based devices can be in the TV next year.

Reports are that if ARM’s processors are incorporated in Google TV, then ARM can think of having 50 percent market share of the global set-top box and digital TV market in next few years. This time its market share is about 30 percent.

Earlier this month, Google attempted to combine Web to television to reach the $70 billion TV advertising market. ARM designs processors cores for chips to power more than 90 percent of the world’s cellophanes.  

bin momentan am schwanken, ob  sich der einstieg noch lohnt.....bzw. was meint ihr, wann wir bei der aktie die 6 € sehen oder ob die luft jetzt vielleicht schon raus ist???  die aktie hat momentan ein KGV von ca. 30, was für chiphersteller ganz in ordnung ist. ich bin dankbar für eine konstruktive hilfe bei meiner entscheidungsfindung;)  

 ist eine KGV?

 

 

ist das kurs-gewinn verhältnis. einfach den aktuellen kurs durch den  gewinn je aktie teilen. sagt was darüber aus ob die aktie teuer oder günstig ist.  

bin nun auch dabei. hat zwar 3,37 die aktie gekostet aber vielleicht läuft sie ja noch bis 6 oder 7€. wer weiß  

Dialog gegen ARM (zu 3,01), ich hoffe, ich bereue es nicht...Doch laut dem Portfolio von ARM habe ich keine Befürchtung, dass es dieses Jahr noch Richtung 5-6 Euro geht. Die Chips sind ja fast überall drin, wo nur geht. Achso, und was ich noch hoffe: Dass hier ein ruhiges und gutes Forum entsteht. Nicht wie bei den Anderen Aktien, wie Dialog, Arcandor etc. Nur Pusher, Besserwisser und Freunde aus Kulmbach....@thomasd22: Ich glaube Dein Einstieg war richtig.
Gruß an alle ARMler  

ich habe mich bei ARM an aktien wie apple oder aixtron erinnert. die aktien sind auch irgendwann erwacht und sind gestiegen ohne ende, weil sich neue märkte erschlossen haben. das wird sich bestimmt auch bei ARM so ergeben. die unternehmensgewinne sind auch wieder am steigen und das wird sich auch erstmal fortsetzen, dank der promotion durch apple und großen forschungsinvestitionen. wenn man mal beachtet, dass die ARM aktie mal 15€ gekostet hat und vor allem zu welcher zeit, dann denke ich, dass solche kurse in ein paar jahren wieder drin sind, aber warten wirs ab;)  man soll sich ja nie zu früh freuen.