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 ...
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
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
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
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
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
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
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