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HEADLINES:

Broadcom's Prospects Look Bright Heading Into Earnings
Trefis • Fri, Jan 25 • 1 Comment
More Guesswork Than Usual In Broadcom's Earnings
GMI Ratings • Thu, Oct 25, 2012 • 1 Comment
MoSys: The Next NetLogic?
Josh Franklin • Thu, Aug 30, 2012 • 10 Comments
Top 10 U.S. Small Cap ETFs
David Fry • Wed, May 9, 2012 • 3 Comments
These High-Flying Stocks Have Created New 52-Week Highs 3 Days In A Row
Kinetic Investments • Thu, Feb 16, 2012
5 Semiconductor Stocks Trading Near Highs On Strong Short Covering
Kapitall • Wed, Feb 15, 2012
February's Merger Arbitrage Option Plays
Value Research • Tue, Feb 7, 2012 • 2 Comments
11 Semiconductor Stocks With Encouraging Inventory Trends
Kapitall • Wed, Jan 18, 2012 • 1 Comment
An Options Play On Beaten-Down Broadcom
Gregg Garvey • Tue, Jan 17, 2012
NetLogic Microsystems Strengthens Its Innovation and Technology Leadership With Expanded Patent Portfolio

Business Wire (Jan 17, 2012)
Merger Arbitrage Option Plays For The New Year
Value Research • Tue, Jan 3, 2012 • 1 Comment
Apple Can't Live Without This Stock
StreetAuthority • Thu, Dec 29, 2011 • 10 Comments
20 Tech Stocks With Positive Inventory Trends
Kapitall • Tue, Dec 20, 2011
4 Highly Liquid Dividend Stocks Bought Up By Hedge Funds
Kapitall • Mon, Dec 19, 2011
Buy Broadcom: A Chipmaker That Stands Alone
Helix Investment Research • Thu, Dec 15, 2011 • 4 Comments
NetLogic Microsystems Wins the 2011 Most Respected Emerging Public Semiconductor Company Award for Third Consecutive Year

Business Wire (Dec 12, 2011)
Zweig DiMenna's Top Stock Picks
Insider Monkey • Fri, Dec 9, 2011
7 Stocks That Have Recently Caught Gabelli's Attention
Insightful Investor • Thu, Dec 8, 2011
Solid Stock Picks by AQR's Cliff Asness
Insider Monkey • Thu, Dec 8, 2011
Covered Call Writing: Why Favor 1 Month Options?
Alan Ellman • Mon, Dec 5, 2011 • 33 Comments

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Netlogic Microsystems: Potential Risk Seen In High Valuation
Eric Savitz • Wed, Apr 18, 2007

Broadcom's Prospects Look Bright Heading Into Earnings
Trefis • Fri, Jan 25 • 1 Comment
More Guesswork Than Usual In Broadcom's Earnings
GMI Ratings • Thu, Oct 25, 2012 • 1 Comment
MoSys: The Next NetLogic?
Josh Franklin • Thu, Aug 30, 2012 • 10 Comments
Top 10 U.S. Small Cap ETFs
David Fry • Wed, May 9, 2012 • 3 Comments
These High-Flying Stocks Have Created New 52-Week Highs 3 Days In A Row
Kinetic Investments • Thu, Feb 16, 2012
5 Semiconductor Stocks Trading Near Highs On Strong Short Covering
Kapitall • Wed, Feb 15, 2012
February's Merger Arbitrage Option Plays
Value Research • Tue, Feb 7, 2012 • 2 Comments
11 Semiconductor Stocks With Encouraging Inventory Trends
Kapitall • Wed, Jan 18, 2012 • 1 Comment
An Options Play On Beaten-Down Broadcom
Gregg Garvey • Tue, Jan 17, 2012
Merger Arbitrage Option Plays For The New Year
Value Research • Tue, Jan 3, 2012 • 1 Comment
Apple Can't Live Without This Stock
StreetAuthority • Thu, Dec 29, 2011 • 10 Comments
20 Tech Stocks With Positive Inventory Trends
Kapitall • Tue, Dec 20, 2011
4 Highly Liquid Dividend Stocks Bought Up By Hedge Funds
Kapitall • Mon, Dec 19, 2011
Buy Broadcom: A Chipmaker That Stands Alone
Helix Investment Research • Thu, Dec 15, 2011 • 4 Comments
Zweig DiMenna's Top Stock Picks
Insider Monkey • Fri, Dec 9, 2011
7 Stocks That Have Recently Caught Gabelli's Attention
Insightful Investor • Thu, Dec 8, 2011
Solid Stock Picks by AQR's Cliff Asness
Insider Monkey • Thu, Dec 8, 2011
Covered Call Writing: Why Favor 1 Month Options?
Alan Ellman • Mon, Dec 5, 2011 • 33 Comments
Zweig-DiMenna's Undervalued Growth Stock Buys In Q3
GuruFundPicks • Mon, Nov 21, 2011 • 1 Comment
Insider Buys and Sells: Coca-Cola, Apple
Asif Suria • Sun, Nov 6, 2011 • 2 Comments

NetLogic Microsystems, Inc. Q4 2009 Earnings Call Transcript
Wed, Feb 3, 2010
NetLogic Microsystems Inc. Q2 2009 Earnings Call Transcript
Wed, Jul 29, 2009
NetLogic Microsystems Q1 2009 Earnings Call Transcript
Thu, Apr 30, 2009
NetLogic Microsystems Inc. Q4 2008 Earnings Call Transcript
Wed, Feb 4, 2009
NetLogic Microsystems, Inc. Q3 2008 Earnings Call Transcript
Mon, Nov 3, 2008
NetLogic Microsystems, Inc., Q2 2008 Earnings Call Transcript
Mon, Aug 4, 2008
NetLogic Microsystems, Inc. Q1 2008 Earnings Call Transcript
Fri, May 9, 2008
NetLogic Microsystems Inc. Q407 Earnings Call Transcript
Tue, Jan 29, 2008

NetLogic Microsystems Strengthens Its Innovation and Technology Leadership With Expanded Patent Portfolio

Business Wire (Jan 17, 2012)
NetLogic Microsystems Wins the 2011 Most Respected Emerging Public Semiconductor Company Award for Third Consecutive Year

Business Wire (Dec 12, 2011)
Five articles that will stop you in your tracks

at MarketWatch.com (Sep 14, 2011)
The Technical Indicator: Market headwinds remain in play

at MarketWatch.com (Sep 13, 2011)
Asia Markets: Asian stocks inch higher after losses

at MarketWatch.com (Sep 13, 2011)
6 Market Movers to Watch

at CNBC.com (Sep 12, 2011)
Cramer: Buy This Tech Stock

at CNBC.com (Sep 12, 2011)
After Hours: Intersil finds higher ground in after-hours trade

at MarketWatch.com (Sep 12, 2011)
Market Snapshot: U.S. stocks break higher on Italy hopes

at MarketWatch.com (Sep 12, 2011)
Movers & Shakers: Monday’s biggest gaining & declining stocks

at MarketWatch.com (Sep 12, 2011)
Tech Stocks: Chip stocks lead big late tech gains

at MarketWatch.com (Sep 12, 2011)
Broadcom deal for NetLogic logical: analysts

at MarketWatch.com (Sep 12, 2011)
Stocks End Higher on Italy/China Bond Report

at CNBC.com (Sep 12, 2011)
Stocks Tumble at Open Amid Europe Jitters

at CNBC.com (Sep 12, 2011)
Revolution Investing links: Greece collapse is bullish, Dick Cheney on twitter and more

at MarketWatch.com (Sep 12, 2011)
Mark Hulbert: 10 tech stocks more attractive than Apple

at MarketWatch.com (Jul 5, 2011)
Stocks Close Mixed Despite M&A Boost

at CNBC.com (Apr 5, 2011)
Stocks Fall Ahead of Close as Techs Slip

at CNBC.com (Apr 5, 2011)
Stocks Rise Slightly, Lifted by Tech; CAT Falls

at CNBC.com (Apr 5, 2011)
Cramer's Top 21 Smartphone Stocks

at CNBC.com (Mar 18, 2011)

NETL vs. ETF Alternatives

Company Description

Currently, there's no company description for NETL.

Sector: Technology

Industry: Semiconductor - Memory Chips

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Thursday, February 9, 2012, 5:46 PM NetLogic (NETL), due to be acquired by Broadcom (BRCM), warns it expects Q4 revenue of $96.2M, well below a consensus of $110.6M, and that it will restate its 2011 results to account for the accrual of severance benefits granted to an exec who left the company. Broadcom shares are down slightly AH on the news. Comment! [Tech, Earnings]
Wednesday, February 1, 2012, 9:47 AM In spite of its Q4 beat and solid guidance, Auriga is downgrading Broadcom (BRCM +5.2%) to Hold, arguing it sees long-term challenges in its mobile chip division, and risks related to the NetLogic (NETL) deal. But Needham (Buy) is impressed with the growth potential of the mobile business, which is a major Apple supplier, and also expects the adoption of HD video and 10-gig Ethernet to drive future growth. (transcript) Comment! [Tech, On the Move, Quick Ideas]
Thursday, October 27, 2011, 12:10 AM Notable earnings after Thursday's close: AMD, CBG, CERN, CINF, CLD, CLF, CROX, CSTR, DDR, DECK, DPL. EMN, ERTS, EXPE, FII, GILD, HIW, HLS, IM, KEG, KLAC, LEG, LVS, MET, MMI, NCR, NETL, NLY, PFG, PMCS, QLGC, QLIK, RGC, RSG, SWN, UHS, VAR, VRSN, VRTX. 1 Comment [Earnings]
Monday, October 24, 2011, 1:44 PM Cavium (CAVM +4.7%) outperforms thanks to a note from Rodman & Renshaw's Ashok Kumar, who suggests the company, whose chips often go into 3G/4G base stations, is a worthy buyout target for Qualcomm (QCOM). Rival network processor vendor NetLogic (NETL) was acquired by Broadcom (BRCM) last month. Comment! [Tech, On the Move, Quick Ideas]
Thursday, September 29, 2011, 1:08 PM Jefferies expects chipmakers Broadcom (BRCM) and Inphi (IPHI) to benefit from the adoption of 100-gigabit Ethernet links in data centers. Broadcom's 100-gig position will get a boost from its acquisition of NETL, while Inphi's partnership with CSCO is seen as giving it an edge over rivals FNSR and SMTC. Comment! [Tech, Quick Ideas]
Tuesday, September 13, 2011, 1:37 PM NetLogic (NETL +0.2%) shares are quiet a day after Broadcom's (BRCM) $3.7B bid, as investor hopes for a higher competing bid fade. But Cavium (CAVM +3.2%) and EZChip (EZCH +6.5%) extend yesterday's speculative surge: JMP thinks CAVM could be a takeover target and the BRCM-NETL combo could add new business (also), and Bloomberg reports Marvell (MRVL) could make a bid for EZCH. Comment! [Tech, M&A, On the Move]
Tuesday, September 13, 2011, 9:38 AM Cavium (CAVM) shares rose sharply yesterday following BRCM's acquisition of rival NETL. However, Bloomberg estimates that if Cavium was acquired at a similar price/sales ratio, shares would rise an additional 39%. William Blair thinks INTC, MRVL, or QCOM could show interest in Cavium at a price of $50-$60/share. Comment! [Tech, Quick Ideas, M&A]
Monday, September 12, 2011, 11:13 AM In addition to Cavium (CAVM +4.5% - previously), several other network processor vendors are up following Broadcom's (BRCM -2.3%) buyout of NetLogic (NETL +50.2%), as the deal raises hopes of further moves from big-name chipmakers. EZCH +6.5%. IPHI +7%. MLNX +3.1%. MRVL +2.1%. AMCC +1.3%. PMCS +1.2%. Comment! [Tech, On the Move]
Monday, September 12, 2011, 11:05 AM Broadcom (BRCM -2.6%) expects its acquisition of NetLogic (NETL +50.2%) to be accretive to 2012 EPS, and its CEO is especially high on NetLogic's potential to increase Broadcom's opportunities in the base station chip space. ThinkEquity sees the move doubling Broadcom's addressable market in networking chips. (previously) Comment! [Tech, M&A, Quick Ideas]
Monday, September 12, 2011, 8:33 AM Shares of Cavium (CAVM) are up 7.4% premarket on interest stoked up after the Broadcom (BRCM) buyout of NetLogic (NETL). Comment! [On the Move, Tech]
Monday, September 12, 2011, 7:41 AM Shares of NetLogic (NETL) soar 51% premarket after Broadcom (BRCM) snatches up the firm with a $3.7B offer. Comment! [On the Move, Tech]
Monday, September 12, 2011, 7:40 AM Quick take on Broadcom/NetLogic: Though some overlap exists between the companies' product lines, the deal will improve the breadth of Broadcom's solutions in the increasingly competitive market for network processors used in data centers and telecom gear, a market that should get a boost from Cisco's (CSCO) looming R&D cuts. Comment! [Tech, M&A, On the Move]
Monday, September 12, 2011, 7:33 AM Broadcom (BRCM) agrees to buy NetLogic Microsystems (NETL) for $3.7B in a definitive merger agreement expected to close in the first half of 2012. The firm calls the deal a "strategic fit" that should deliver financial results. Rivals in the space potentially seeing interest: LSI, CAVM, MRVL, VTSS, FSL, PMCS, AMCC. Comment! [M&A, Tech, Quick Ideas, On the Move]
Tuesday, August 23, 2011, 10:40 AM Roth's Arnab Chanda is downgrading network processor vendors Cavium (CAVM) and NetLogic (NETL) to Neutral; while positive on the companies long-term, Chanda is worried about their near-term exposure to weak enterprise IT spending. However, Chanda is upgrading Marvell Technology (MRVL) to Buy, citing low expectations and a cheap valuation. Comment! [Tech, Quick Ideas]
Thursday, August 11, 2011, 10:06 AM Networking and telecom hardware vendors, and the component suppliers who service them, are joining Cisco (CSCO +16.2%) in strongly outperforming the NASDAQ. JNPR +4.8%. JDSU +6.3%. CAVM +9.6%. NETL +7.4%. APKT +6.6%. PMCS +4.5%. OPLK +4.9%. ALU +3.2%. FFIV +3.5%. BRCD +4.7%. Comment! [Tech, On the Move]
Thursday, August 11, 2011, 8:09 AM More on Infonetics/optical networking: Tellabs notwithstanding, Infonetics' report shows how spending on gear needed to cope with surging Internet traffic remains strong, in spite of broader concerns about weak capex. In addition to equipment vendors, component and chip providers such as JDSU, OPLK, NETL, EZCH, and AMCC are beneficiaries. Comment! [Tech, Quick Ideas]

Alan Brochstein
@JimCramer pumping BRCM on Mad Money - Wonder if he is accounting for end of royalties from QCOM??? Plus, that NETL deal looked EXPENSIVE!
1/18/12
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tradebaron
BRCM acquisition today of NETL boosts tech stocks http://goo.gl/Gq3i2 $BRCM $MU $CAVM $AVGO $ALTR $PMCS
9/12/11
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Chuck Carnevale
$BRCM - $NETL - Review the fundamentals of Broadcom and NetLogic side-by-side by F.A.S.T. Graphs(tm): http://bit.ly/pqcSuZ
9/12/11
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Chuck Carnevale
$BRCM - Broadcom agrees to buy $NETL NetLogic Microsystems for $3.7B
9/12/11
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Dr. Kris
M&A arbitrage: BRCM paying $50/share in cash for NETL which is now @ $47.95-->4.2% return. Q1-Q2 2012 deal close.
9/12/11
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Asif Suria
Broadcom to Acquire NetLogic Microsystems, Inc., A Leader in Network Communications Processors for $3.7 billion $BRCM $NETL
9/12/11
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Andrew Shapiro
Broadcom to buy NetLogic for $3.7 billion $BRCM $NETL #merger
9/12/11
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Joshua Hayes
strong short setups on daily/weekly following todays very heavy volume selloff APKT NTAP ROK HES ESV DOW PMTC GBX NETL TROW HON ADI ARW HTS
7/27/11
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AuContrarian
Tablet suppliers MRVL TXN, broadband suppliers NETL CAVM DRWI., WIMAX carrier S and supplier ALVR.
10/16/10
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Smart-Ticker.com
Top Bulls $SVNT,$ARG,$YHOO,$SINA,$PLL,$G,$MA,$BORN,$RVBD,$NETL...more http://s-t.cc
9/15/10
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