Investopdia: After A Reality Check, Cavium Looks Interesting Again

Any investor who wants to take a value approach toward tech stocks had best have some patience. While some quality stocks do give investors a chance to pick up shares at a reasonable chance, others only get affordable once the growth opportunities have largely gone away.

It seems unlikely that Cavium's (Nasdaq:CAVM) growth potential has left the building. Instead, this semiconductor company has seen the shares sell off sharply on a broad-based slowdown in its core enterprise and service provider markets. With relatively few technology peers and sizable addressable markets, this could simply be a lull in a long-term growth story.

Read more here:
http://stocks.investopedia.com/stock-analysis/2012/After-A-Reality-Check-Cavium-Looks-Interesting-Again-CAVM-CSCO-FFIV-FSL0530.aspx