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 9:30 AM EST

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To: All Mtn Ski who wrote (1099)	3/8/2001 11:09:18 AM
From: Czechsinthemail	Read Replies (2) of 1698

I share the concerns about further market weakness going into April. There will be more warnings and probably more of the uncertain visibility into the future. The counterbalance is the Fed rate cut, but it may well be short-lived, particularly if there is growing concern that the slowdown is expanding and the Fed is slow on the draw. As for AHAA, I think it is caught between the fears that the downturn will extend into another quarter and positive anticipation that has targeted semiconductors as beneficiaries of a rate cut-induced economic recovery. Today, I suspect the action is short-covering, but the big question is whether AHAA will soon be returning to its high growth ways. If not, there are a lot of shares in institutional hands that may be selling into the combination of fear and reduced expectations. I decided to lighten up a bit while it was up to honor the increased downside risk.

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