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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 69.59-1.5%Nov 7 9:30 AM EST
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To: Czechsinthemail who wrote (1179)12/14/2001 4:44:50 PM
From: All Mtn Ski  Read Replies (1) of 1698
 
Interesting. Nice move on XICO, certainly a better play this past year. R&D is crucial, and I think your right about CATS riding the supply shortage for their chips and perhaps there will be a time in the future when those dynamics appear again, but I don't expect the semi industry to come roaring back soon. With everything down so much, many larger players like SNDK, look more attractive.

AHAA seems pretty weak, they may get to $15 quicker than I thought, I will likely be a buyer at those levels.

Cheers,

Tom
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