Blogs about CAVM - Stockpickr! Your Source for Stock Ideas

Blogs about CAVM

Blogs	Description	Date Updated
NetLogic, Cavium Ride Cisco’s Coattails To Fat Gains	It’s been a pretty impressive day for Cisco (CSCO), which has rallied following the company’s solid June quarter results announced after the close yesterday. But it has been an even better day for NetLogic Microsystems (NETL) and Cavium Networks (CAVM). Both companies make networking processors. And both companies count Cisco as their single largest customer. In the March quarter, Cisco accounted for 37% of NetLogic’s sales and 30% of Cavium’s sales. They are, you might ...	August 06, 2008
Analyst initiations: SPR, G and SEIC	Filed under: Analyst reports, Sirius Satellite Radio (SIRI), Tiffany and Co (TIF), Analyst initiationsMOST NOTEWORTHY: Spirit Aerosystems, Genpact and SEI Investments were today's noteworthy initiations: Friedman Billings believes Spirit Aerosystems (NYSE: SPR) is well-positioned on key aircraft platforms and has significant revenue visibility. The firm started shares with an Outperform rating and $33 target. Baird is positive on Genpact's (NYSE: G) recurring, non-discretionary reve...	April 11, 2008
What’s Up With Cavium Networks?	Well, somebody decided to give up on Cavium Networks (CAVM) today, apparently. The company, which makes processors used by networking equipment companies like Cisco (CSCO), Juniper (JNPR), Huawei and others, has been growing rapidly. Lehman’s Tim Luke, who wrote a bullish note on the company today following a meeting with management in New York yesterday, expects the company to grow the top line 70% this year and 46% in 2009; he sees profits jumping to 42 cents this year and 70 cents next ...	February 29, 2008
Deutsche Lowers Nvidia, LSI, and Other Chips to Hold	Boom! In another one of the massive coverage re-writes happening in tech land these days, Deutsche Bank chip analyst Arnab Chanda today issued downgrades on several specialty semiconductor makers, dropping them all from Buy to Hold. Looks like in several cases, he’s closing the barn door after the horses have long since gone, like the sell-side version of tax-loss selling. Or as Chanda explains it, “While the stocks have declined dramatically in Q4 and year-to-date, we do believe th...	January 15, 2008
Backers Sing Muted Praise For Recent IPO Cavium Networks	On May 2, Cavium Networks (CAVM), which makes semiconductors used by communications equipment vendors such as Cisco Systems (CSCO) and F5 Networks (FFIV), was taken public by Needham & Co., Lehman Brothers, JMP Securities, Thomas Weisel Partners, and Morgan Stanley, and today — Surprise! — four of the five bankers initiated coverage with enthusiastic views for the company’s technology, but rather lackluster views on the shares, which are expensive. Thomas Weisel Partners&...	June 11, 2007
Earlybird Analyst Calls (June 11, 2007)	AGP raised to Hold at Jefferies.ARAY started as Underperform at CIBC.BE cut to Underperform at Jefferies.BF/a raised to Overweight at JPMorgan.BOT cut to Neutral at Credit Suisse.CAVM started as Buy at Deutsche bank.CPS raised to Outperform at JMP Securities.HRB raised to Buy at UBS.JNJ raised to Neutral at Credit Suisse.KFS raised to Outperform at CIBC.MKTX cut to Underweight at JPMorgan.NKE raised to Overweight at HSBC.NFLX cut to Underweight at JPMorgan.RKT raised to Neutral at Credit Suisse....	June 11, 2007
Analyst initiations 6-11-07: CAVM; TA and PCS	Filed under: Analyst reports, Analyst initiationsMOST NOTEWORTHY: Cavium Networks Inc (NASDAQ: CAVM), Travel Centers of America LLC (AMEX: TA) and MetroPCS Communications Inc (NYSE: PCS) were today's noteworthy initiations: Cavium Networks was initiated with a Strong Buy rating and $25 target at JMP Securities. The firm's checks indicate significant momentum for Cavium's products and cites good visibility. Cavium was also initiated with a Market Weight rating at Thomas Weisel, which finds ...	June 11, 2007

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