Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)
Market Currents

Barclays thinks the recent pullback in chip stocks represents puts the risk/reward in the...

  • Thursday, April 12, 2012, 2:07 PM ET
    Barclays thinks the recent pullback in chip stocks represents puts the risk/reward in the sector's favor heading into earnings season, and believes inventory replenishment will help drive shares higher into 2H. The firm likes BRCM, QCOM, SWKS, and AVGO on account of their Apple/Samsung exposure (I, II), and is also a fan of telecom chipmakers ALTR and CAVM. (Needham)
Track new comments on this story

This news story has 1 comment:

  •  
    Semi index down a whopping 3% from recent highs, funny what is counted as pullback these days.
    12 Apr 2012, 02:10 PM Reply Like
LATEST|
TODAY SO FAR|
YESTERDAY
Other date
DJIA (DIA) S&P 500 (SPY)

TECH ETFs IN FOCUS

Latest Tech Articles
More Latest Articles »