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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

SWKS 60.96

+3.3%

Feb 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: All Mtn Ski who wrote (639)	9/19/2000 1:31:48 PM
From: Czechsinthemail	Read Replies (3) of 1698

AHAA seems to have bounced off its low at 36. The TXN announcement seems like the likely trigger. Otherwise, it may be general anxiety about slowing sales growth following on ANAD's announcement. The concern may be that competition will intensify and margins deteriorate if growth slows while production capacity is increasing. Any thoughts on how the lower wireless sales forecasts might impact AHAA and its earnings? Interesting to see another semiconductor analyst turning on a dime again today. Apparently, Intel, AMD, and the DRAM manufacturers are "good" again. What a racket! 10:29 ET Semi Upgrades : After downgrading both Intel (INTC +2 11/16) and AMD (AMD +1 13/16) last week, we're hearing that Banc of America Securities analyst Rick Whittington upgraded INTC and AMD this morning and made positive comments about DRAM pricing.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next