ARM CEO Should Not Change Strategy: Bevan

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Oct. 22 (Bloomberg) -- James Bevan, Chief Investment Officer at CCLA Investment Management, discusses earnings from ARM Holdings and his subsequent tech investing strategy. He speaks on Bloomberg Television’s “On The Move.” (Source: Bloomberg)

Development within the tech market.

Not only are is users growing the product sells, they are gaining a larger slice of sales.

It is a double when bank.

It's a strong strategy.

-- it is a double win.

What would be my concern?

An interesting bifurcation between those who pay higher prices which is the market is more focused on and to those who are wanting to get a really low cost entry price.

Powell arm -- how will arm take and what will happen to their margins?

Their margins are high.

But that is a high-end, high volume product.

What if there is a move back to lower-cost products?

There is price contraction.

One thing about the technology is followed by saturation.

How will arm maintain in that environment?

Is that where intel is going to erode at the lower end?

That is what is expected by intel.

That is what they are telling us.

We have to watch them with great care.

It is not a cheap stock.

We have visio postop -- the ceo.

Would like to hear from him?

What did you want from him as a manager?

No significant change in corporate direction.

I'm in charge now, time for a change.

A company that has an excellent strategy.

More than any significant shift.

Let's see what he says.

We have a chat about that.

James, stay with me.

Stay with us.

Holding the ceo.

He joins us with a guy johnson for an in-depth look at his numbers.

What is the future?

A botched bid.

This text has been automatically generated. It may not be 100% accurate.


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