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Many analysts have suggested going long on Apple's supply chain over the years. Barclays,...

  • Friday, July 13, 2012, 5:56 PM ET
    Many analysts have suggested going long on Apple's supply chain over the years. Barclays, however, thinks now is a good time to bet on Samsung's (SSNLF.PK) supply chain, given the Korean conglomerate's surging smartphone production, and an expected lull in iPhone builds ahead of a fall refresh. BRCM, SWKS, RFMD, and MXIM are mentioned as firms with healthy Samsung exposure, though the first two are also heavily exposed to Apple.
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  • BRCM is a steal right now. Sold off due to lesser chip makers problems.
    13 Jul 2012, 07:46 PM Reply Like
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