Nvidia and RFMD are names that have notable European exposure via names like LG and Samsung.
This is going to make investors very nervous about coming guidance commentary from QCOM, RFMD and others.
This comes after RFMD cited Chinese 2G weakness for its recent warning.
Other tech stocks he is currently buying include RF Micro Devices (nasdaq: RFMD - news - people ), the Greensboro, N.
This discrepancy led to a situation where component names like QCOM and RFMD were still acting strong in the stock market during the autumn of 2008.
Those companies include S kyworks Solutions (SWKS) , RF Micro Devices (RFMD) , Anadigics (ANAD) , TriQuint Semiconductor (TQNT) and Avago Technologies (AVGO) among others.
FORBES: Qualcomm Announcement Reignites Mobile M&A Possibilities
This makes component names like Qualcomm and RFMD particularly volatile.
FORBES: China 3G Growth Is Still Offsetting European Weakness
Price action has been exceptionally weak for RFMD.
FORBES: High Earnings Expectations: Broadcom, Corning, and RF Micro Devices
From glass suppliers like Corning (GLW) to touch capacitive solutions from Synaptics (SYNA) and Silicon Labs (SLAB) and RF solution and baseband companies, like Skyworks Solutions (SWKS), RF Micro Devices (RFMD), TriQuint Semiconductor (TQNT), Qualcomm (QCOM) and Broadcom (BRCM) among others.
The surviving 12: Hanover Insurance ( THG, 42 ), Cree ( CREE, 45 ), Owens-Illinois ( OI, 25 ), Alleghany ( Y, 375 ), URS ( URS, 42 ), Northern Trust ( NTRS, 53 ), Sandridge Energy ( SD, 5.7 ), Great Plains ( GXP, 22 ), General Cable ( BGC, 34 ), Whiting Petroleum ( WLL, 49 ), RF Micro Devices ( RFMD, 5.3 ) and Global Payments ( GPN, 50 ).
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