Silicon Valley Insider Gives 2011 Tech Outlook

Despite Cisco's problems, semiconductors have held up well this year but will the trend continue into 2011?

Find out from Silicon Valley insider Abhijit Y. Talwalkar, the CEO of LSI Corp ; a maker of silicon for hard drives, servers, and wireless infrastructure whose clients include IBM, Seagate, Intel, and Cisco.

Watch the video now!

After the broadcast we talked a little more with Abhijit Y. Talwalkar. Check out what he told us in this web exclusive video.

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Trader disclosure: On December 13, 2010, following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Karabell owns (AAPL), (GOOG), (IBM), (GS), (C), (FCX), (GE), (FXI); Pete Najarian owns (CRUS); Pete Najarian owns (C); Pete Najarian owns (MSFT) call spreads; Pete Najarian owns (YHOO); Pete Najarian owns (SMH) call spreads; Pete Najarian owns (DRYS) call spreads; Pete Najarian owns (F) bonds; Pete Najarian owns (GE); Pete Najarian owns (STLD) calls; Pete Najarian owns (CNI); Pete Najarian owns (WLT) call spreads; Pete Najarian owns (JOYG) call spreads: Grasso owns (ASTM), (BA), (BAC), (BWC), (C), (CSCO), (JPM), (LIT), (LPX), (MOT), (MHY), (NDAQ), (PFE), (PRST), (S), (X)

For Brian Kelly
Accounts Managed By Kanundrum Capital Own (AAPL)
Accounts Managed By Kanundrum Capital Own (BG)
Accounts Managed By Kanundrum Capital Own (DE)
Accounts Managed By Kanundrum Capital Own (DRYS)
Accounts Managed By Kanundrum Capital Own (MCP)
Accounts Managed By Kanundrum Capital Own (ANDE)
Accounts Managed By Kanundrum Capital Own (TBT)
Accounts Managed By Kanundrum Capital Own (FXY) puts

For Steve Grasso:
Stuart Frankel & Co and its partners own (AAPL)
Stuart Frankel & Co and its partners own (CSCO)
Stuart Frankel & Co and its partners own (CUBA)
Stuart Frankel & Co and its partners own (GERN)
Stuart Frankel & Co and its partners own (HSPO)
Stuart Frankel & Co and its partners own (NWS.A)
Stuart Frankel & Co and its partners own (NYX)
Stuart Frankel & Co and its partners own (PDE)
Stuart Frankel & Co and its partners own (PFE)
Stuart Frankel & Co and its partners own (PRST)
Stuart Frankel & Co and its partners own (RDC)
Stuart Frankel & Co and its partners own (TLM)
Stuart Frankel & Co and its partners own (XRX)
Stuart Frankel & Co and its partners own (SDS)
Stuart Frankel & Co And its Partners Own (UNM)
Stuart Frankel & Co and its partners are short (QQQQ)
Stuart Frankel & Co and its partners are short (MCD)
Stuart Frankel & Co and its partners are short (AAPL)

For Zachary Karabell
River Twice Capital owns (GS)
River Twice Capital owns (MSFT)
River Twice Capital is short (AA)
River Twice Capital is short (SMH)
River Twice Capital is short (XLF)
River Twice Capital owns (GS)
River Twice Capital owns (MSFT)
River Twice Capital is short (AA)
River Twice Capital is short (SMH)
River Twice Capital is short (XLF)

For Gene Munster
(ACOM), (DRIV), (LOGM), and (RLOC) have been investment banking clients of Piper Jaffray during the past 12 months
Piper Jaffray expects (DRIV) to be an investment banking client within the next three months
Piper Jaffray has done underwriting for (ACOM), (DRIV), (RLOC)
Piper Jaffray received non-investment banking securities-related compensation from (DRIV) during the past 12 months
Piper Jaffray is a market maker in (AAPL), (ACOM), (AMZN), (BIDU), (DRIV), (EBAY), (FMCN), (GOOG), (GSIC), (IACI), (KONG), (LOGM), (MCHX), (MELI), (PRTS), (RLOC), (SINA), (SOHU), (VCLK), (WWWW), (YHOO)

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