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

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

SWKS 69.59

-1.5%

Nov 7 3:59 PM EST

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To: All Mtn Ski who wrote (1294)	6/20/2002 1:51:52 PM
From: The Ox	Read Replies (2) of 1698

"We are selling in the mid- to high-end segment and are hitting such numbers in this segment," I saw this news article last night and this jumped out at me. These are the phones using the higher end chips from AHAA, which should help on the margins, ASP side of things. Plenty of tough times ahead, but it's not as bad as the market is reflecting at the moment. Time is on AHHA/SWKS's side, imo. We have seen the price to sales multiple come down on the sector's previous darling - RFMD. Much more in line with reality, or maybe I should say much more in line with their peers.

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