Chip designer LSI
Then Nomura analyst Romit Shah poured gasoline on the fire. In a note to clients, he says that LSI's strength probably is bad news for Marvell Technology
LSI's share prices jumped more than 7% on this one-two combination, while Marvell trailed the flat market on Wednesday. In support of Shah's opinion on the recovery of hard-drive sales, both Western Digital
About four months ago, I complimented LSI for its crisp execution while celebrating the forward-thinking move to acquire solid-state storage specialist Sandforce. This week's news underscores my view of this high-performing management team, and I'm confident that my bullish CAPScall on LSI will pay dividends for years to come.
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Fool contributor Anders Bylund holds no position in any of the companies mentioned. Check out Anders' holdings and bio, or follow him on Twitter and Google+. The Motley Fool owns shares of Western Digital. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinion, but we all believe that considering a diverse range of insights makes us better investors. We have a disclosure policy.