ARM HOLDINGS

The Internet of Everything
  • Nice 10% pull back this year
  • I feel this is a decent entry level for a MT/LT play..
  • One of the big themes for this year i am seeing in numerous places is The Internet of Everything
  • Google who are now undoubted leaders in internet Innovation and are making a big push in this area
  • The recent acquisition of Nest bears testament to that..
  • Nest exemplifies the “amazingly strong integrated strategy that Google has to connect all of our devices, all of our lives, from our car, to our navigation system, to how our garage doors are going to open.”  said Walter Isaacson, author of the best-selling biography “Steve Jobs.”
  • There is also the Internet of everything business angle. See the recent Economist piece The Internet of Everything Business Index – A quiet revolution gathers pace (Economist – The Internet Of Things)
  • ARM will be at the centre of all this….