Apple, Qualcomm, Cisco, Allot, F5, Skyworks, and Avago are among the names Merrill expects to...
Wednesday, December 12, 2012, 2:47 PM ETApple, 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.
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