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Avago Technologies Limited

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  1. A Preview of the 2014 Morningstar International-Stock Fund Manager of the Year Competition

    Headlines

    Tue, 4 Nov 2014

    Shire SHP, Teva Pharmaceutical Industries TEVA, Taiwan Semiconductor Manufacturing TSM, Baidu BIDU, and Avago Technologies AVGO . As a result, this fund has lost roughly 3 percentage points less than the foreign large-growth average of 4% and has outpaced

  2. From Barron’s, September 1, 2014 (Part 2)

    Commentary

    Sat, 30 Aug 2014

    InvenSense [ INVN ], Hon Hai Precision Industry [2317.ta], RF Micro Devices [ RFMD ; +142% YTD], Avago Technology [ AVGO ], NXP Semi [ NXPI ], GT Advanced Technologies [ GTAT ], OmniVision Technologies [ OVTI ], STMicroelectronics [ STM ]. Many

  3. From Barron’s, June 30, 2014 (Part 2)

    Commentary

    Sat, 28 Jun 2014

    an 8-wk up run [the record is a 9-wk up run] and 6-qtr up run [a record], the semis need some rest. Attractive are AVGO , MRVL, SWKS, TQNT, MU, Samsung Electronics, INTC [ that I sold recently ]. Pg 36: Brokers that allow order flows to IEX

  4. From Barron’s, March 31, 2014 (Part 2)

    Commentary

    Sat, 29 Mar 2014

    may be the telecom stocks [carriers VZ, CHL ; equipment makers CIEN, ERIC, ALU, NOK ; component suppliers FNSR, JDSU, AVGO ]. Now, GOOG likes to get its hands into everything, including building its own fiber-optic network , and it may even buy

  5. From Barron’s, April 29, 2013 (Part 2)

    Commentary

    Sat, 27 Apr 2013

    storage [ EMC, NTAP ], complex semis [ SNPS ], baseband wireless chips [ QCOM, Samsung, BRCM, INTC ], wireless radio chips [ AVGO ], semis capital equipment makers [ Samsung, TSM, LRCX, KLAC ], semis test-equipment [ TER, Avantest ]. He doesn

  6. Skyworks Under Review After Qualcomm Targets RF Chipmakers

    Commentary

    Thu, 21 Feb 2013

    AAPL iPhones and iPads, rather than the current supplier relationship where Skyworks tends to split these sockets with Avago AVGO and TriQuint. If Qualcomm were to make such a deal, we'd also expect Broadcom BRCM, and maybe others, to perhaps make pure

  7. Skyworks' Analyst Day Met Our Expectations; We Maintain Our Fair Value Estimate

    Commentary

    Fri, 21 Sep 2012

    consistent with our expectation that Skyworks will remain an Apple supplier well into the future. Although it appears that Avago AVGO , and not Skyworks, captured the more lucrative 4G LTE RF sockets in the device, we are comfortable with Skyworks' dollar

  8. TriQuint, Avago to settle patent claims

    Headlines

    Tue, 15 May 2012

    (Reuters) - Chipmakers TriQuint Semiconductor Inc and Avago Technologies Limited said they will settle all patent claims against each other and dismiss related litigation.

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