energy, transportation; Sam Zell controls since 2013 with 7% ownership; pg 26]; electronics supplier Avago Technologies [ AVGO ; pg 36]. Bearish stories: 3D Systems [ DDD ; pg 16]; McDonald’s [ MCD ; announced restructuring just financial engineering
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
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-play
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.