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ANALYST VIEWS: WHAT CAN WE EXPECT FROM ARM IN 2012?
PAUL MORLAND | PEEL HUNT
Despite an exceptionally strong fourth quarter performance, we do not anticipate upgrades to 2012 other than a currency uplift of around five per cent to reflect the dollar.
NICK JAMES | NUMIS
ARM has potential to become pervasive across multiple segments of the semiconductor market. We expect further upgrades through full year 2012.
JULIAN YATES | INVESTEC
ARM is guiding sales to be in line with market expectations, but we would see consensus shifting up. We are towards the higher end of consensus and leave our forecast intact for now, but see the stock going better on these numbers and outlook.