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5 Semiconductor Stocks To Love (And 6 To Worry About)

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Avago Technologies Limited NASDAQ:AVGO, Apple Inc. NASDAQ:AAPL - 5 Semiconductor Stocks To Love And 6 To Worry About
  • Michael McConnell, Pacific Crest's semiconductor analyst, visited Asia to observe first-hand the state of the semiconductor market.
  • McConnell noted he left "incrementally more positive" on fundamentals at five companies, and "incrementally more cautious" at an additional six.
  • McConnel added that conversations with Asian distributors confirm that the industry is "not getting worse."

Michael McConnell visited Asia to gain a first-hand perspective of the semiconductor market by holding discussions with Asian distributor and...