Readers following the great coverage of CES 2010 on HEXUS will have noticed what a prominent theme the low power chips based on ARM technology were, with Qualcomm's Snapdragon and NVIDIA's second generation Tegra among the highlights.
While this first HEXUS.sharewatch in a month (Christmas, New Year, CES, etc) doesn't necessarily track share price movement post CES, we think it's telling that the two big gainers are ARM and Qualcomm.
While Qualcomm's profile will have been further enhanced by the presence of Snapdragon in the Google Nexus One phone, which was launched to coincide with the start of CES, ARM benefits from sales of chips by any members of its ecosystem, so announcements from the likes of NVIDIA and Marvell will also have contributed to its positive buzz, as ARM CEO Warren East told us himself.
Other gainers include Intel, which also had a good show and announced pretty impressive profits last week while, judging from Google's share price, we can only assume investors were underwhelmed by the Nexus One.
|Company||Listing||Share price 7/12/09||Share price 14/12/09||Share price 21/12/09||Share price 18/1/10||28-day change||Market cap (bn)|