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

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

SWKS 68.16

-1.9%

3:59 PM EST

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To: All Mtn Ski who wrote (717)	10/18/2000 12:53:01 AM
From: Czechsinthemail	Read Replies (1) of 1698

Tom, Thanks for the recap on RFMD. As I look through the points, I'm concerned that many of the points you mention are likely to impact AHAA -- slowing orders at MOT, Sagem et al, possible shrinking of margins as suppliers face a less robust demand for their products. Add to that a general compression of PE's in tech stocks and a negative mood toward wireless chip companies made moreso by RFMD. My guess is we have an ugly market day coming up, but I'll be looking for an opportunity to pick up more AHAA if it drops through the floor. AHAA seems plagued by relatively short-term problems and looks very good over time.

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