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

Apple, Qualcomm, Cisco, Allot, F5, Skyworks, and Avago are among the names Merrill expects to...

  • Wednesday, December 12, 2012, 2:47 PM ET
    Apple, Qualcomm, Cisco, Allot, F5, Skyworks, and Avago are among the names Merrill expects to benefit as adoption of 4G services (much lower internationally than in the U.S.) takes off. Qualcomm benefits from higher device royalties and sales of relatively costly 4G baseband chips; Cisco from demand for its ASR9000 edge routers to aggregate 4G data traffic; and F5 from demand for networking gear that can "understand traffic details at a very granular level." Skyworks and Avago are seen having stronger 4G positions than rivals TriQuint and RF Micro.
Track new comments on this story

This news story has 1 comment:

  •  
    It seems to me that hardly any analysts cover BRCM. Good. Let's see on a pull back if it holds 31.30. QCOM is working through that 65. level. Was a big fan of ALLT, but I believe it had a bit of a set back, I will have to check that out again. Have to check into MXIM again to. BRCM is going after NXPI. Plus I really like the car space, cost savings aspect BRCM is involving it self in. I own INTC and still own CSCO. Would love to add BRCM too. WHY not WiFi. If you can get into QCOM at lower levels please do.
    12 Dec 2012, 03:11 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 »