0900 GMT [Dow Jones]--Bernstein analysts expect a strong first quarter 2015 from ARM Holdings that includes proceeds linked to the sale of about 30 million iPhones. They are looking for 23% growth in royalties full-year from the chip designer and see, "very limited risk of disappointment." The analysts remain neutral for the long-term on the stock but see an opportunity for the short-term. (lisa.fleisher@wsj.com, @lisafleisher)

 
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