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

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

SWKS 69.45

+0.9%

3:59 PM EST

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To: All Mtn Ski who wrote (1165)	6/12/2001 9:06:29 AM
From: Claude	Read Replies (1) of 1698

Tom, Not sure one should be happy that AHAA is strong in GSM. GSM growth rates will most likely be abysmal(sp?) this year. NOK just issued a warning and there have been many other signs before that from the chip makers (Infineon, STMicro). Move to the dark side - Qualcomm! CDMA growth should be decent especially if they pick up some TDMA converts in latin America plus India WLL build out plus China Unicom build out plus 1X upgrades. RFMD will do well in the CDMA market - not sure what AHAA has in that area. Everything gets wacked today though thanks to NOK! Claude Claude

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