SI
SI
discoversearch

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 62.63+3.5%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: All Mtn Ski who wrote (682)10/2/2000 7:21:16 PM
From: Czechsinthemail  Read Replies (2) of 1698
 
Tom,

Thanks for your thoughts on MOT. I'm a bit cautious on all the wireless semi companies until we hear word from them. Unless we see something freakish like another 10% drop in AHAA, I plan to hold off on buying more until MOT announces.

Meanwhile, KEM is very cheap. It is priced to discount a major slowdown, but not to handle continuing good news. With even CSCO complaining about component shortages, I think all the capacitor companies will announce strong quarters with continuing shortages for the foreseeable future. The supply/demand imbalances should continue longer than most investors' attention span can encompass, which should give KEM lots of upside. I sold a significant number of my shares above 33, then bought back some around 29.50. If it drops further, I intend to add more.

Good luck,
Baird
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News