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cifikea

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cifikea

Re: cifikea post# 16584

Friday, 12/14/2012 12:38:08 AM

Friday, December 14, 2012 12:38:08 AM

Post# of 37779
When Apple $AAPL slumps on iPhone estimate cuts, it's not surprising component suppliers are doing the same. Cirrus Logic $CRUS and Skyworks $SWKS are the biggest victims, but OmniVision $OVTI , TriQuint $TQNT , Broadcom $BRCM , and Qualcomm $QCOM aren't unscathed either. Avago $AVGO is off in spite of receiving an upgrade to Buy from Goldman, which cites a low valuation and an expected cyclical pickup in networking/industrial chip demand.



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