The market is telegraphing quite a bit of optimism about the chip sector
for the start of 2014. Better demand from industrial and auto customers
ought to help, as should a comms market driven by China's 4G rollout.
As Maxim (MXIM)
has exposure to all of those markets, this could be a good first half
of the year for this analog chip company and the company's valuation
looks a little low relative to its peer group. This may be more of a
date than a long-term commitment, though, as the company's outsized
exposure to Samsung and high-end smartphones are still causes for concern.
Read more here:
Maxim Has Room To Run A Little Further, But Long-Term Concerns Remain
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