NVDA, ATML, MRVL, CY Can Ride MSFT Surface, Says Susquehanna
Posted on October 31, 2012 at 15:26 PM EDT
Susquehanna Financial‘s semiconductor analyst Chris Caso today writes that Nvidia (NVDA), Atmel (ATML), Cypress Semiconductor (CY), and Marvell Technology Group (MRVL) could be beneficiaries of Microsoft‘s (MSFT) Surface tablet computer, which went on sale on Friday, based on the teardown provided by forensic component analyst/enthusiast Web site iFixit. Marvell, he writes, gets the biggest win, [...]