Sean Dixon Portfolio Portfolio - Stockpickr! Your Source for Stock Ideas

Sean Dixon Portfolio

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Created by Sean Dixon

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Date updated:01-03-2007

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AMD
Adv Micro Devices
$6.95
-1.42%
$6.90

will beat INTC

People owning AMD also tend to own: AAPL CSCO DELL GOOG IBM INTC MSFT

TheStreet.com Rating: D- What is this?

ADI
Analog Devices
$27.48
-1.29%
$27.65

good restrux story and LBO candidate

People owning ADI also tend to own: CSCO UARM AIG ALL APA CAT DD

TheStreet.com Rating: B- What is this?

BRCM
Broadcom Corporat
$28.76
-1.37%
$28.87

strong consumer portfolio

People owning BRCM also tend to own: CTSH GOOG INFY MRVL PTI REDF SAY

TheStreet.com Rating: C What is this?

MRVL
Marvell Technolog
$15.28
+0.07%
$15.00

storage play

People owning MRVL also tend to own: AIG BA C CPWR DIS FWLT GS

TheStreet.com Rating: C What is this?

NVDA
Nvidia Corporatio
$12.90
-0.62%
$12.70

best in class graphic company. Solid management. Favorable valuation and outlook

People owning NVDA also tend to own: EDU INTC OFIX UAUA AAPL ALJ CSCO

TheStreet.com Rating: D+ What is this?

QCOM
Qualcomm Incorpor
$45.10
+0.02%
$44.83

been in since 1998 when CDMA launched and continue to believe

People owning QCOM also tend to own: AAPL BEAS BMC BOBJ CDNS CHKP CSCO

TheStreet.com Rating: B- What is this?

SMTC
Semtech Corporati
$16.01
-1.23%
$16.29

cheap valuation and good IP position. Been punished and can't justfy sale.

People owning SMTC also tend to own: AAPL ADI AMD BRCM CSCO CVC GOOG

TheStreet.com Rating: B- What is this?

SLAB
Silicon Laborator
$42.22
-0.21%
$41.83

good IP position and strong growth

People owning SLAB also tend to own: ADCT AKAM ALKS ARAY ARRS AVID AVNX

TheStreet.com Rating: B What is this?

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