Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Cavium Networks - Beat, Raise, Repeat

In a quarter that has turned sour for many semiconductor investors, Cavium (NASDAQ:CAVM) has come through again with a solid beat-and-raise performance. Cavium is still a small company with a pretty concentrated business, but the opportunity for purpose-built solutions for enterprise, data center, cloud, and b...

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