Sean Dixon Portfolio
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Created by Sean Dixon
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Date updated:01-03-2007

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symbol name last price % change open
  • +
  • AMD
    Adv Micro Devices
  • $5.04
  • +4.35%
  • $4.84

will beat INTC

People owning AMD also tend to own: AAPLCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: D- What is this?

  • +
  • ADI
    Analog Devices
  • $26.52
  • -1.30%
  • $26.71

good restrux story and LBO candidate

People owning ADI also tend to own: CSCOUARMAIGALLAPACATDD

TheStreet.com Rating: B- What is this?

  • +
  • BRCM
    Broadcom Corporat
  • $26.88
  • -1.10%
  • $26.95

strong consumer portfolio

People owning BRCM also tend to own: CTSHGOOGINFYMRVLPTIREDFSAY

TheStreet.com Rating: C What is this?

  • +
  • MRVL
    Marvell Technolog
  • $14.73
  • +0.20%
  • $14.59

storage play

People owning MRVL also tend to own: ACIWADMADSAZPNCERNCKFRCREE

TheStreet.com Rating: C What is this?

  • +
  • NVDA
    Nvidia Corporatio
  • $13.16
  • +7.25%
  • $13.00

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

People owning NVDA also tend to own: AAPLAMTAMZNATHRBEASCTSHEMC

TheStreet.com Rating: D+ What is this?

  • +
  • QCOM
    Qualcomm Incorpor
  • $43.90
  • +0.11%
  • $43.54

been in since 1998 when CDMA launched and continue to believe

People owning QCOM also tend to own: AAAAPLADBEBAMDVYGEHON

TheStreet.com Rating: B What is this?

  • +
  • SMTC
    Semtech Corporati
  • $15.38
  • +0.79%
  • $15.26

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

People owning SMTC also tend to own: AAPLADIAMDBRCMCSCOCVCGOOG

TheStreet.com Rating: B What is this?

  • +
  • SLAB
    Silicon Laborator
  • $41.90
  • -0.21%
  • $41.68

good IP position and strong growth

People owning SLAB also tend to own: ADCTAKAMALKSARAYARRSAVIDAVNX

TheStreet.com Rating: B What is this?

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