Cavium Networks, Inc.
When Cavium (NASDAQ: CAVM), which supplies chips for networking and communication equipment, had released its fourth quarter report in February this year, I was quite confident that the stock could be a winner in 2013. The stock has appreciated around 8% so far this year, but frankly, its performance should have been better. After rising steadily in the first calendar quarter, shares of Cavium have simply fallen off a cliff more »
Cavium (NASDAQ: CAVM), with a market cap of $1.71 billion, is a leading provider of highly integrated semiconductor products that enable intelligent processing for networking, communications and the digital home and office applications.
After a period of lull, spending on telecom infrastructure and data centers could be on its way up this year. Ever since telecom giant AT&T (NYSE: T) announced in November last year that it intends to spend $14 billion over the next three years for improving its wireless and wireline broadband networks, the positives around an upswing in telco spending aren’t stopping.
Ma Bell plans to extend LTE more »
Being a component supplier for networking and communication equipment isn’t easy in these times. A shaky economic condition leads to lower technology spending, which affects the rate at which infrastructure is built and in-turn leads to tepid growth for both equipment makers and component suppliers.
However, there are a few companies which cannot be ignored, as they have cutting-edge technology and noteworthy clients, a potent combination which more »
2011 wasn’t a kind year for Cavium (NASDAQ: CAVM), a maker of semiconductors for networking and communication equipments. But, I knew that Cavium was capable of turning around its fortunes and looked like a good prospect for the long-term. The stock has managed to bring about a smile to investors' faces so far, with a year-to-date return of around 9%, which is quite impressive when compared to the beating more »
ARM Holdings (NASDAQ: ARMH) develops the technology that makes many of today’s “smart” devices run at the speeds modern life requires. Its designs are in a surprising number of products. The company is currently the market leader in tablet processors - almost one-third of the world’s tablets have an ARM processor. In fact, ARM Holdings is the company behind the processor that powers the popular Apple iPad.
But, that more »