There haven't been too many semiconductor earnings reports over the past few months where investors came away happy, but
Avago (Nasdaq:
AVGO)
seems like a real exception. But then, exceptional performance is not
really a new feature of the Avago story. While even more exposure to the
Apple (Nasdaq:
AAPL) roller coaster could introduce more
volatility
into these shares, the combination of solid technology, proprietary
products, market share gains and potential margin leverage make this a
name worth watching, if not buying outright.
Please read more here:
http://stocks.investopedia.com/stock-analysis/2012/Avago-Still-Looking-Like-A-Solid-GARP-Idea-AVGO-AAPL-SKWS-RFMD0525.aspx
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