CAVM Releases Earnings Today Apr 27, 2016 11:40:00 GMT -5 Quote Select PostDeselect PostLink to PostMemberGive GiftBack to Top Post by Admin on Apr 27, 2016 11:40:00 GMT -5 This will likely be a preview of what we see from AMCC tomorrow:biz.yahoo.com/research/earncal/20160427.html?t=cavm
CAVM Releases Earnings Today Apr 28, 2016 8:57:17 GMT -5 Quote Select PostDeselect PostLink to PostMemberGive GiftBack to Top Post by Admin on Apr 28, 2016 8:57:17 GMT -5 This:"Sales into the broadband were up sequentially, while sales into the enterprise and data center market were down.",is the only thing that bothers me about the CAVM transcript:finance.yahoo.com/news/edited-transcript-cavm-earnings-conference-073432111.htmlI think CAVM is down primarily on their already stratospheric valuation, which is around double that of AMCC: CAVM has to do so much more to impress.
