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Cavium Networks CAVM

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    1. Xilinx, Juniper spark chip stock selloff

      Headlines

      Wed, 23 Jul 2014

      9.1% consensus). Notable decliners: FSL -5.3% . IDTI -6.4% . EZCH -3.3% . PMCS -4.3% . LSCC -6.8% . CAVM -4.7% . SMTC -4.1% . ATML -3.2% . TQNT -3.1% . RFMD -2.9% . IRF -2.9% . Qualcomm, NXP, TriQuint, and

    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. 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

    6. 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

    7. 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

    8. From Barron’s, September 24, 2012 (Part 2)

      Commentary

      Sat, 22 Sep 2012

      LTE technology? Verizon Wireless (joint venture of VZ & VOD ); cell-tower firms AMT, CCI, SBAC ; networking chips maker CAVM ; semi testing equipment maker TER . Losers? Rural telecoms WIN, FTR, CTL as more people replace their landlines with the

    9. Discontinuing Coverage of Cavium

      Commentary

      Thu, 20 Sep 2012

      We are no longer providing equity research on Cavium CAVM . We provide broad coverage of more than 1,700 companies across more than 140 industries and adjust our coverage as necessary based on client demand and investor interest.

    10. Cavium Reports Second-Quarter Results, Sees Healthy Demand from Enterprise Customers

      Commentary

      Wed, 1 Aug 2012

      Cavium CAVM reported decent second-quarter results and gave investors a nice third-quarter outlook that was in line with our expectations

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