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News Breaks | | | | February 22, 2013 | | 13:03 EDT |  | SWKS, RFMD, AVGO, QCOM | RF Micro Devices advances after analyst upgrades on pullback
RF Micro Devices (RFMD) is climbing after Lazard analyst Ian Ing upgraded the stock to Buy from Neutral in a note to investors earlier today. RF Micro slumped yesterday after Qualcomm (QCOM) announced that it would introduce a cellular radio frequency band fragmentation device called the Qualcomm RF360 Front End Solution. RF Micro markets similar products. Ing, however, wrote that fears about the effects of Qualcomm's new product on RF Micro are likely overdone. Qualcomm's front end product is largely a "proof of concept" solution meant to push other companies to solve band fragmentation issues, rather than a product that could become dominant and threaten RF Micro, the analyst wrote. Qualcomm is unlikely to risk alienating its key partners in the radio frequency space by pursing a product that would increase its operating income by less than 10%, according to the analyst. Ing is upbeat on RF Micro's outlook, and he set a $6 price target on the shares, which climbed 13c, or 3%, to $4.75 in early afternoon trading. Other makers of RF solutions that fell yesterday are also recovering today. Skyworks (SWKS) advanced 3.5% to $22, and Avago (AVGO) added 1.5% to $34.20. | |
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News For RFMD;QCOM;AVGO;SWKS From The Last 14 Days Check below for free stories on RFMD;QCOM;AVGO;SWKS the last two weeks. |
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| May 21, 2013 | | 07:32 EDT |  | QCOM | CTIA–The Wireless Association to host a conference
 Subscribe for More Information | | | May 20, 2013 | | 12:20 EDT |  | RFMD | Options with decreasing implied volatility: RFMD TTWO LO DDS A
| | | 08:38 EDT |  | AVGO | Avago multiples poised to expand, says RBC Capital
RBC Capital expects Avago to report stronger than expected results but reiterate its guidance. The firm expects the stock's multiple to expand based on stronger mobile builds and share gains in improving markets. It keeps a $42 price target and Outperform rating on the stock. | | | 07:32 EDT | | QCOM | Society for Information Display / IHS to host a conference
Display Week 2013 is being held in Vancouver, British Columbia on May 19-24. | | | May 16, 2013 | | 09:04 EDT | | AVGO | Cisco results positive for semiconductors space, says Brean Capital
Subscribe for More Information | | | May 15, 2013 | | 17:46 EDT | | AVGO | SAC Capital gives quarterly update on stakes
NEW STAKES: Discovery (DISCA), Liberty Global (LBTYA), Liberty Media (LMCA), Norwegian Cruise Line (NCLH), and Cubist (CBST). INCREASED STAKES: Suncor (SU), EQT Corporation (EQT), Amazon.com (AMZN), Visa (V), and GNC Holdings (GNC). DECREASED STAKES: News Corp. (NWSA), Facebook (FB), Sherwin-Williams (SHW), and Avago (AVGO). LIQUIDATED STAKES: Coach (COH), Dover (DOV), and Virgin Media (VMED), . | | | May 14, 2013 | | 17:48 EDT | | QCOM | Lone Pine gives quarterly update on stakes
NEW STAKES: Valeant Pharmaceuticals (VRX), Virgin Media (VMED), Thermo Fisher Scientific (TMO), CME Group (CME), and Liberty Media (LMCA). INCREASED STAKES: Mead Johnson Nutrition (MJN), News Corp (NWSA), Intuitive Surgical (ISRG), Monsanto (MON), and Qualcomm (QCOM). DECREASED STAKES: Cognizant Technology Solutions (CTSH), Equinix (EQIX), Ralph Lauren (RL), Disney (DIS), and Oceaneering International (OII). LIQUIDATED STAKES: Facebook (FB), Crown Castle (CCI), Accretive Health (AH), Informatica (INFA), and NetEase (NTES). | | | May 13, 2013 | | 10:00 EDT |  | SWKS | Skyworks initiated with a Buy at Standpoint Research
Subscribe for More Information | | | May 9, 2013 | | 12:12 EDT | | QCOM | Leon Cooperman names Facebook, Qualcomm as stock picks
Subscribe for More Information | | | 09:27 EDT |  | QCOM | FCC likely to forward Qualcomm push for satellite airwaves, WSJ reports
Qualcomm (QCOM) has been lobbying the Federal Communications Commission since 2011 to free up airwaves used by the satellite industry for use in in-flight Internet and FCC commissioners are likely to vote Thursday in favor of opening the issue to public comment, reported The Wall Street Journal, citing agency officials. Reference Link | | | | 05:50 EDT | | QCOM | Samsung using its own parts to cut costs, WSJ reports
Samsung Electronics's (SSNLF) newsest smartphone, the Galaxy S 4, takes advantage of its chip- and display-manufacturing prowess to get its material costs closer to Apple's (AAPL) costs for the iPhone 5, reports the Wall Street Journal. Reference Link | | | May 8, 2013 | | 09:09 EDT | | AVGO | Finisar not primary source for Arista's 100G Optics, says Jefferies
Jefferies says its channel checks indicate that contrary to recent reports, Avago (AVGO), not Finisar (FNSR), is the current primary source for the board mounted optics used in Arista's new 7500E switch. Further, Jefferies' channel checks indicate steep price erosion at 100G. The firm reiterates an Underperform rating on shares of Finisar with a $7.50 price target. | |
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