SWKS - Skyworks Solutions, Inc (was AHAA) Message Board

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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)

SWKS 60.17

-0.8%

Jan 9 9:30 AM EST

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To: ron boling who started this subject	7/20/2000 6:54:22 AM
From: lazarre	of 1698

This is from a Reuter's press release this morning. <<<Thursday July 20, 4:53 am Eastern Time HK stocks close higher The big winners were to be found among China shares, including recent listing China Unicom , which rebounded from recent profit taking on news of the mobile phone operator's US$190 million deal with Motorola Inc. (NYSE:MOT - news). The U.S. telecom and semiconductor giant will expand Unicom's GSM 900 networks in three Chinese provinces. ``China Unicom is ready to roll with the big boys now,'' said Alan Chen, head of greater China sales trading at Nomura International.>>> Ok, its "only" a 190m deal and its not AHAA's deal but MOT's and it seems more related to infrastructure rather than handsets ( so why the hell am I posting this? ). Well, its clear MOT is broadening its label in China and the base station and, imo, the handset business has a more than better chance to tag along with MOT's infrastructure build-out. China also seems to be emerging as an important piece of AHAA's revenue stream via the recent Sagem deal which, imo, will be as or more important to AHAA than MOT. lazarre

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