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

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

SWKS 69.36

+0.7%

11:01 AM EST

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To: Marc who wrote (781)	11/2/2000 4:31:36 PM
From: All Mtn Ski	Read Replies (2) of 1698

Marc, Again AHAA is showing why it is a winner and leader in its targeted markets. I still have yet to find a company approaching the success AHAA is having and trading at such a large discount to its growth rate, price to sales, peers etc. I really think AHAA is a jewel that has a lot of appreciation left in it. After my recent purchases, (Thanks Pru!) I have about 38% of my portfolio in AHAA. I'm breaking my rules with this one, but if I were to diversify, it would be to slower growth companies or more expensive ones like TQNT, so I'm sleeping well holding AHAA. Its great to see $43 on AHAA today, and I think the market is going to turn positive for the semis, after all the doom and gloom, so the next few months should be sweet, IMHO. Cheers, Tom

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