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Integral Capital Management

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Data since: Jan-1-2008
Current Portfolio: Q3 2011


     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
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% from
52wk hg
Q3 2011 View as: Alerts Holdings Detail
 AVGO $34.60 +0.17 +0.48% 328,869 37% $8.4B 2.2% 17% -9% +5.6% $8.6M | 263.9K shares - No Change
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UBS Still Very Positive Top Semiconductor Stocks to Buy
MU  MXIM  LLTC  QCOM  MCHP  SNDK  SLAB  NVDA  BRCM  UBS  AVGO  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 14, 08:15AM from (247wallst.com)
It should come as no surprise that the growth in the semiconductor industry is being driven by smartphones, tablets and notebooks.  more ...
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Photo Release -- Avago Technologies Introduces New Dual-Channel Bi-Directional High Speed Optocoupler
AVGO  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 14, 08:13AM from (globenewswire.com)
SAN JOSE, Calif., and SINGAPORE, May 14, 2013 (GLOBE NEWSWIRE) -- Avago Technologies (Nasdaq:AVGO), a leading supplier of  more ...
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Photo Release -- Avago Technologies Introduces New Line of 2.5A Hermetic Gate Drive Optocouplers
AVGO  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 14, 08:13AM from (globenewswire.com)
SAN JOSE, Calif. and SINGAPORE, May 14, 2013 (GLOBE NEWSWIRE) -- Avago Technologies (Nasdaq:AVGO), a leading supplier of  more ...
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Photo Release -- Avago Technologies Unveils New Gate Drive Optocouplers for High Switching Frequency Applications
AVGO  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 13, 11:43AM from (globenewswire.com)
SAN JOSE, Calif., and SINGAPORE, May 13, 2013 (GLOBE NEWSWIRE) -- Avago Technologies (Nasdaq:AVGO), a leading supplier of  more ...
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Deutsche Bank Bullish on Semiconductor Stocks to Buy
INTC  FCS  BRCM  ONNN  DB  MPWR  AVGO  NXPI  FSL  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 10, 08:25AM from (247wallst.com)
First-quarter earnings season for the semiconductor sector yielded generally in-line results and guidance, somewhat calming  more ...
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Broadcom Has To Play Offense And Defense
SWKS  INTC  AAPL  QCOM  BRCM  SPRD  AVGO  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 07, 02:00PM from (www.investopedia.com)
Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.  more ...
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Avago Technologies Demonstrates New Quad-Channel Long-Reach 10G Ethernet QSFP+ Transceiver at INTEROP 2013
AVGO  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 07, 11:43AM from (globenewswire.com)
SAN JOSE, Calif. and SINGAPORE, May 7, 2013 (GLOBE NEWSWIRE) -- Avago Technologies (Nasdaq:AVGO), a leading supplier of analog  more ...
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PREMIUM PARTNER CONTENT
Earnings Season Roundup - Harmonic (HLIT), RF and Power Semiconductors
SWKS  IRF  AAPL  HLIT  RFMD  TQNT  TSEM  STM  ANAD  ENTR  PA  AVGO  
Posted by nextinning ( track member | ignore member ) - May 01, 02:20PM
Earnings season, as I call it, is always an insanely busy time. Last week 33 companies I track reported quarterly results  more ...
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SWKS, AVGO Gain Share in S4, Says Sterne Agee
SWKS  AVGO  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - April 30, 07:31PM from (blogs.barrons.com)
Vijay Rakesh of Sterne Agee today offers up his thoughts on the outlook for chip makers such as Skyworks Solutions (SWKS)  more ...
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PREMIUM PARTNER CONTENT
Member Q&A - How to Judge RF Micro (RFMD), RF Sector
SWKS  AAPL  CRUS  RFMD  TQNT  ANAD  AVGO  
Posted by nextinning ( track member | ignore member ) - April 18, 01:10AM
Q) Can you advise how/when a shareholder will know that a company such as RF Micro Devices (RFMD) has gained more content  more ...
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PREMIUM PARTNER CONTENT
Cirrus Logic (CRUS) Lowers Near-Term Outlook
AAPL  FCF  CRUS  AVGO  
Posted by nextinning ( track member | ignore member ) - April 17, 02:52PM
Investors that follow the menagerie of Apple (AAPL) suppliers shouldn't have been surprised by the announcement yesterday  more ...
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PREMIUM PARTNER CONTENT
Member Q&A - Stock Performance of RF Companies
SWKS  QCOM  TQNT  ANAD  BBRY  AVGO  
Posted by nextinning ( track member | ignore member ) - April 11, 05:50PM
Q) In reading your reports, it appears that both RF Micro Devices (RFMD and Skyworks Solutions (SWKS) stock have potential  more ...
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Halliburton and Other Stocks Added to Jefferies Global Conviction List
HAL  JCI  SLB  BHI  DECK  JDSU  ALV  FFIV  FNSR  PTR  TRW  AVGO  IR  VNTV  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - April 08, 12:38PM from (www.benzinga.com)
The analysts at Jefferies (NYSE: JEF) have updated their Global Conviction List.

Halliburton (NYSE: HAL), Ingersoll-Rand  more ...

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PREMIUM PARTNER CONTENT
BlackBerry Z10 Tear Down Information
TXN  AAPL  QCOM  RFMD  TQNT  STM  ANAD  AVGO  
Posted by nextinning ( track member | ignore member ) - March 26, 10:57AM
I will provide more detail in our upcoming State of Tech report, but a brief word now on the new BlackBerry Z10. As expected,  more ...
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Analyst Says the Time to Rotate Semiconductor Stocks Is Now
ADI  INTC  TXN  MXIM  LLTC  GS  FCS  BRCM  ONNN  DB  MPWR  SIMO  AVGO  NXPI  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - March 19, 07:50AM from (247wallst.com)
The stock market has had a tremendous first quarter, and semiconductor stocks as a sector are up more than 15%. Even though  more ...
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Avago Technologies Expands Atlas Optical Engine Product Family With New 150G and 168G Transmitter/Receiver Solutions
AVGO  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - March 18, 08:13AM from (globenewswire.com)
SAN JOSE, Calif., and SINGAPORE, March 18, 2013 (GLOBE NEWSWIRE) -- Avago Technologies (Nasdaq:AVGO), a leading supplier  more ...
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Dividend Payout Changes for Mar.14
AXP  JPM  HBAN  WFC  STI  ELS  COF  WPC  ARE  RF  DFS  AVGO  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - March 14, 06:12PM from (www.dividend.com)
The following companies announced a change in their dividend payouts today. Companies Increasing Dividend Payouts Alexandria  more ...
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PREMIUM PARTNER CONTENT
Member Q&A - Anadigics (ANAD), TriQuint (TQNT) Struggles
AAPL  QCOM  TQNT  ANAD  AVGO  
Posted by nextinning ( track member | ignore member ) - March 05, 07:24PM
Q) I know that some of the weakness in Anadigics (ANAD) and TriQuint Semiconductor (TQNT) is due to Qualcomm's (QCOM) new  more ...
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PREMIUM PARTNER CONTENT
Potential for an EZchip (EZCH) and Intel (INTC) Fab Play
INTC  XLNX  ALTR  QCOM  CSCO  EZCH  BRCM  MRVL  AVGO  
Posted by nextinning ( track member | ignore member ) - February 27, 02:52PM
When Marvell Technology Group (MRVL) announced it would buy Xelerated in early 2012, it was obvious that EZchip Semiconductor  more ...
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Avago Slips: FYQ1 EPS Beats, Q2 View Light, CEO Steps Down
AVGO  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 26, 04:41PM from (blogs.barrons.com)
Wireless chip maker Avago Technologies (AVGO) this afternoon reported fiscal Q1 revenue that met analysts' expectations,  more ...
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