Broadcom BRCM
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More on David Tepper: The fund manager made big bets on tech in Q1. Tepper more than tripled his position in Apple (AAPL) to 685K shares, and boosted his Microsoft (MSFT) and Oracle (ORCL) positions ...
… shares, and boosted his Microsoft ( MSFT ) and Oracle ( ORCL ) positions by 500K and 1.1M shares, respectively. He also established new positions in GOOG , BRCM , FIO , EMC , NTAP , NUAN , MRVL , and SNDK . ( 13-F ) Post your comment!
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Intel's Ultrabook Focus Is Huge Upside Momentum For 2013
By Cris Frangold : Intel ( INTC ) recently conducted a survey on the Internet sharing of adults in the US with some interesting results. The two most interesting facts that Intel revealed with this survey were 1) that a large portion of US adults, namely one third, are happier to share things ...
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TSMC (TSM), trying to cope with limited manufacturing capacity for its cutting-edge 28nm process, has reportedly given priority for 28nm capacity to Nvidia (NVDA), which is using TSMC's process to ...
… processors. It's added TSMC has already done the same for Qualcomm ( QCOM ), which blamed its soft June quarter chip guidance on TSMC's 28nm issues. Will other 28nm customers such as AMD , BRCM , and XLNX lose out? Post your comment!
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Primer On International Investing - Part I
By Guraaf : I am a small individual investor interested in dividend growth stocks and foreign equities. Most of my current holdings are U.S. companies but over the last couple of years, I have diversified into foreign stocks as well. I want to share some of the lessons that I learned about ...
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A Safe And Lucrative Value Arbitration On Cutting-Edge Technologies
By Kevin Chen : Stock Analyzed: Actions Semiconductor Co., Ltd. ( ACTS ) Current Stock Price (as of May 2, 2012): $1.70 Arbitration Fair Value Assessment: $4.00 or higher As mainly a value investor, I pay a lot of attention to companies with a strong business model that are below their current book
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New Morningstar Analyst Report - Cavium, Inc.
… levels of other chipmakers, such as Broadcom .We believe that Cavium's valuation ..... such as Intel, Freescale, and Broadcom .Cavium's specialized networking ..... Intel INTC, Freescale FSL, and Broadcom BRCM , which recently acquired another …
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Undervalued Fabless Semiconductor Stocks Most Favored By The Largest Number Of Guru Funds
By Ganaxi Small Cap Movers : The semiconductor industry, up about 10% YTD as represented by the SPDR S&P Semiconductor ETF ( XSD ), is the life-blood of our digital economy, enabling our computing devices, automobiles, and all sorts of electronic gadgets, as well as our industrial and defense ...
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Zagg: Real Sales Numbers Do Not Match Reported Earnings Claims
By Nicholas Pardini : As a derivative of the performance of Apple ( AAPL ), investors have been optimistic about the prospects of ZAGG , the maker of the InvisibleShield screen protector and a variety of other peripherals for smart phones and tablets. On a first glance, the company seems to warrant
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Hurry Up And Wait For Sequans Communications
By Ted Stamas : When I buy a stock, it's usually a multiyear acquisition and Sequans Communications ( SQNS ) is no exception. Because it's hemorrhaging money, I've had the security on a short leash ever since I began taking positions in it back in early March. Initially, my stake sold for ...
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Broadcom outlook for profit margin disappoints
NEW YORK (Reuters) - Chip maker Broadcom Corp said its gross profit margin for the current quarter would drop from the first quarter because of acquisition-related costs, and its shares fell as much...