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Cavium Networks CAVM

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    1. Chip stocks slide following Intel, ASML, and Linear's earnings

      Headlines

      Wed, 16 Apr 2014

      Linear offered somewhat soft March quarter guidance. Notable decliners: CRUS -3.3% . ENTR -3.3% . QUIK -2.4% . CAVM -2% . PSMI -3.6% . ADI -2.3% . TXN -1.4% . MXIM -1.5% . FCS -1.5% . The last four companies all compete

    2. 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

    3. Imagination Technologies: Shares Could Double By 2015

      Headlines

      Tue, 17 Sep 2013

      By Ashraf Eassa : On June 19th, I published a note suggesting that shares of Imagination Technologies ( IGNMF.PK ), a well-known designer of the graphics IP found in many key smartphone and tablet chips, as well as the owner of the assets/IP of former processor IP giant MIPS technology, would see a

    4. There's Something Strange About EZchip

      Headlines

      Thu, 20 Dec 2012

      By Special K : Overview If you have followed the semiconductor market for a while, you may have run across the strange story of EZchip ( EZCH ). EZCH is seemingly the most (and maybe only) successful survivor out of the multiple network processor (NPU) start-ups funded in the original dot com ...

    5. 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

    6. 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

    7. 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

    8. 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.

    9. 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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