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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 69.08-0.7%3:59 PM EST
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To: All Mtn Ski who wrote (1173)9/9/2001 4:36:35 PM
From: w0z  Read Replies (2) of 1698
 
Tom, did you see this from this weekend's Barrons:

Message 16319268

Q: Kevin, not much is working out there. What do you see?
Landis: A recovery will start to come around anecdotally. Let's say Motorola starts to do well in CDMA handsets in the U.S. At first that will seem like a one- product, one-company thing. And then you will hear some other company do well with some product in a given market. Although it will be a little while before the whole industry is growing and hitting on all cylinders and you can start picking names out of a hat again.

Q: So, Kevin, you like the handset business despite its recent woes?
Landis: We are starting to see some encouraging signs out of the handset market, especially in the North American CDMA-based market. Companies that are involved in that, of course, include Qualcomm and Motorola. But if you look into the guts of the handsets, you can consider companies like Alpha Industries.

Q: What's that?
Landis: Alpha Industries is one of the handful of RF chip suppliers that will do some of the more difficult analog functions and sensitive things. But Alpha has a nice balance right now of affordability and leverage to that market.

Is AHAA stronger in GSM or CDMA? I just bought back some AHAA Friday under $24 that I had sold around $30 since the valuation of P/E, PSR, etc seemed fairly reasonable now...but I did not realize they were as strong in CDMA as this story implies.
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