Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of near-field communications chip builder NXP Semiconductors
So what: Several analyst firms just released updates on the semiconductor market, often echoing the same prediction of slower growth going forward but steady gains nonetheless. At least one of these reports, from CAPS All-Star Barclays Capital, held up NXP as a favorite stock as the NFC stuff continues to gain momentum.
Now what: Handset makers from Motorola Mobility
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