at Zacks.com (Wed, 5:20PM)
"The move to digital audio/video and the rise of powerful smartphones/tablets is shrinking the...
"The move to digital audio/video and the rise of powerful smartphones/tablets is shrinking the overall [semiconductor addressable market]," writes Barclays' Blayne Curtis in a gloomy note about chip stocks influenced by ugly Q1 PC data. "The growth profile in semis is much slower than many expect (low single digits vs. the 7-8% 20yr trend line)." Curtis has cut Broadcom (BRCM) by two notches to Underweight on a belief its combo chip business could be hurt by integrated platforms (ed: Broadcom seems to have a tech edge for now), but has left his other ratings intact.
How did this change your view of ?
More Bullish More Bearish It Didn't
This impact ()
Thanks for sharing your thoughts.
Submit & View Results
From other sites
at Investor's Business Daily (Jan 21, 2015)
at Benzinga.com (Jan 15, 2015)
at Zacks.com (Jan 9, 2015)
at Nasdaq.com (Jan 8, 2015)
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