Saturday, August 2, 2014

Seeking Alpha: Cavium Networks - Beat, Raise, Repeat

In a quarter that has turned sour for many semiconductor investors, Cavium (NASDAQ:CAVM) has come through again with a solid beat-and-raise performance. Cavium is still a small company with a pretty concentrated business, but the opportunity for purpose-built solutions for enterprise, data center, cloud, and broadband markets that also offer good cost and power tradeoffs is an attractive one. I don't really expect Cavium to stay out on its own for the long term, but I think the standalone valuation is still pretty appealing.

Read more here:
Cavium Networks - Beat, Raise, Repeat

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