Tuesday, March 5, 2013

Seeking Alpha: Apple Vs. Samsung - Avago Wins Either Way

Although many investors, analysts, and writers are deeply invested in the "Apple (AAPL) versus Samsung (SSNLF.PK)/the field" battle, I really don't care who wins. Instead, I try to find companies that can prosper from the overall growth in next-gen wireless devices, and Avago (AVGO) looks like a good candidate. While Apple certainly matters to Avago, I like the company's broader exposure to the handset market, not to mention what I believe to be undervalued opportunities in wired infrastructure and industrial/automotive markets.

Please follow this link to continue:
Apple Vs. Samsung - Avago Wins Either Way

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