Thursday, May 1, 2014

Seeking Alpha: Silicon Labs Still Looking For A Transition To Drive New Growth

There's virtually no such thing as a perpetual winner in the semiconductor space, as companies have to deal with cyclical end-markets and evolving competition. Silicon Labs (SLAB) is more proactive than most companies in "self-obsoleting" and identifying new revenue growth opportunities, but the company's transition toward the microcontroller-driven Internet of Things business is still in progress. I'm not sold on the company's ability to carve out a leading position in ultra low-power microcontrollers, but Silicon Labs does have a shot of being one of the better growth stories over the next 18 months, and forward expectations aren't too demanding.

Read more here:
Silicon Labs Still Looking For A Transition To Drive New Growth

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