Seeking Alpha

Jefferies' Mark Lipacis thinks Cisco's (CSCO +5.9%) FQ1 report (I, II, III) is a positive for...

Jefferies' Mark Lipacis thinks Cisco's (CSCO +5.9%) FQ1 report (I, II, III) is a positive for the networking giant's chip suppliers, arguing Cisco and others are primed to rebuild chip inventories in 1H 2012 after slashing them this fall. Names Lipacis likes: BRCM, MRVL, AVGO, ALTR, IPHI, PMCS, ONNN, TXN.
From other sites
Comments (0)
Be the first to comment
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs