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

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

SWKS 62.63

+3.5%

Nov 21 3:59 PM EST

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To: Czechsinthemail who wrote (681)	10/2/2000 3:31:27 PM
From: All Mtn Ski	Read Replies (1) of 1698

Baird, I think MOT has to show improving margins in the handset business. They showed improvement in the last quarter, with a goal of 10% margins by the end of the 4th quarter. I expect semis to remain strong, but will likely be ignored if the handset margins aren't there. Also their forecasts for handset sales should be important as well. I just recently went long MOT at $30, after a profitable trade on last quarter's earnings, hoping for a repeat performance. We'll see, but nothing really looks good right now. The silver lining may be that we are in the "Anxiety" stage of the bear market, followed by "Capitulation", so the markets may be more favorable in 6 months or so. Either way, many companies are getting real cheap. I'm looking at KEM seriously as well, looking for about $25-1/2 or so to get back in. Cheers, Tom

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