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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