These two stocks are flying high and expected to go higher. However, at these prices it is a little scary.Missed the boat when they dropped quite drastically last week. Any thoughts?
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
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
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
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
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
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
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
(Reuters) - Chipmakers TriQuint Semiconductor Inc and Avago Technologies Limited said they will settle all patent claims against each other and dismiss related litigation.