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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 60.96+3.3%Feb 5 3:59 PM EST
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To: Czechsinthemail who wrote (641)9/24/2000 5:43:38 PM
From: All Mtn Ski  Read Replies (1) of 1698
 
Baird,

It appears I owe Mr. Kumar an apology, perhaps he is the only analyst I should listen to. But I don't view the INTC news as life-threatening, revenues will still be up sequentially, and a 1 point drop in GM surely is not worth the $82 billion market cap haircut INTC experienced. So a classic market over-reaction? At least it recognized that INTC's loss is AMD's gain, and pushed that stock up 10%.

Cheers,

Tom
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