The company was previously reported to be working on ARM server parts with the help of AMD-poached talent. AppliedMicro ( AMCC +0.8% ) and Cavium ( CAVM -3.9% ) must be pleased. Each has bet big on the budding ARM server CPU market, hoping to
companies." Shah's "sub-scale companies:" IDTI , ISIL , MTSI , MCRL , SMTC , SLAB . "Strategic companies:" ALTR , AMCC , ATML , CAVM , MPWR , BRCM ($22.5B market cap could make it tough to digest). "Undervalued companies:" DIOD , IRF
END +60% . ACHN +57% . ATEA +51% . RCPT +37% . DRL +15% . GALE +13% . RADA +13% . CHKE +12% . TLOG +12% . AMCC +12% . Top 10 Losers: COUP -15% . FRAN -14% . EHTH -13% . EGLT -13% . DGLY -11% . RSH -10% . SURG -10% . SYN
Canaccord's Matthew Ramsay has launched coverage of AppliedMicro ( AMCC ) with a Buy and $16 PT, and on fellow ARM ( ARMH ) server CPU play Cavium ( CAVM ) with a Buy and $62 PT. Ramsay sees ARM
1.8% . TQNT +1.8% . PSMI +2.5% . LLTC +1.6% . MSCC +2.1% . IDTI +3.8% . ATML +3.4% . IRF +1.4% . SIGM +3.9% . AMCC +3.8% . Chip ETFs: SOXX , SMH , XSD , PSI , SOXL , USD , SOXS , SSG Post your comment!
rankings and credit rating agencies’ ratings. Pg 29: Cloud computing winners and losers are discussed. Winners: AMD, AMZN, AMCC , CIEN, GOOG, INTC, MU, RHT, VMEM, VMW Losers: CSCO, EMC, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, SAP Some upstarts
processor, and HP announced its plan to eventually ship similar servers based on processors from AMD AMD, Calxeda, AppliedMicro AMCC , and Texas Instruments TXN. While we are encouraged to see HP focus on stabilizing its enterprise hardware revenue, we do
(Reuters) - Chipmaker Applied Micro Circuits Corp cut its fourth-quarter forecast, sending its shares down 7 percent after the bell.
We are no longer providing equity research on Applied Micro Circuits Corporation AMCC . We provide broad coverage of more than 1,700 companies across more than 140 industries, and adjust our coverage as necessary based on client demand and investor interest.
and United Microelectronics. AMCC is exposed to the cyclicality ..... powerful customers. Furthermore, AMCC faces tough competition from ..... Broadcom, and Freescale. Applied Micro Circuits Corporation has worked to refocus ..... limit long-term success. AMCC 's chips help process and