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    1. Are The Short Sellers Right About These 8 Stocks?

      Headlines

      Thu, 10 Jul 2014

      By Kapitall : The somewhat iconoclastic short seller who fashions himself after the Dark Night (no, really) has struck again; this time focused on the now-insolvent Spanish wireless carrier Let's Gowex SA (OTC: GOW). Like Bruce Wayne, Daniel Yu has an epic and stirring backstory. After getting ...

    2. WSJ: Nvidia, Samsung cautious on ARM server CPUs; Qualcomm interested

      Headlines

      Tue, 24 Jun 2014

      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 tap into growing interest in

    3. FBR, Nomura name potential chip industry M&A targets

      Headlines

      Tue, 17 Jun 2014

      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 , MSCC . Post your

    4. AppliedMicro +10.9%, Cavium +1.7%; Canaccord bullish on ARM servers

      Headlines

      Tue, 10 Jun 2014

      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 designs grabbing 20% of a 2018 server CPU market he expects will be worth $19B

    5. Infinera, Finisar, JDS, others higher following Ciena's earnings

      Headlines

      Thu, 5 Jun 2014

      and Procera ( PKT +3% ), access/metro equipment provider Adtran ( ADTN +3% ), network processor developer Cavium ( CAVM +1.2% ), and carrier Wi-Fi hardware vendor Ruckus ( RKUS +1.8% ). An upbeat Oppenheimer note could be contributing

    6. From Barron’s, March 3, 2014 (Part 2)

      Commentary

      Sat, 1 Mar 2014

      suggesting that telcos monetize traffic over their networks; Chambers of CSCO promoting his internet-for-everything ; chip maker CAVM showing its extenders for wireless base stations; smart phones in all sizes – tiny watch-phones, small, medium, XXL

    7. ARM Acquires Patents From MIPS Technologies

      Commentary

      Tue, 6 Nov 2012

      embedded chip IP, used by firms such as Broadcom in its TV set-top box (STB) system-on-chip (SoC) solutions and Cavium CAVM in its multicore network processors. However, given the robust software development around ARM-based chips, thanks to ARM

    8. Imagination Acquires MIPS Technologies at a Reasonable Price

      Commentary

      Tue, 6 Nov 2012

      property used by firms such as Broadcom BRCM in its TV set-top box (STB) system-on-chip (SoC) solutions, and Cavium CAVM in its multicore network processors. However, given the robust software development around ARM-based chips, thanks to ARM

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