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 9:30 AM EST

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To: w0z who wrote (1324)	6/28/2002 10:00:25 AM
From: All Mtn Ski	Read Replies (1) of 1698

Hi Bill, Samsung was a 10% customer at Alpha before the merger, and they said Samsung was a large customer at CNXT. So SWKS is tied into a high growth customer, #5 may be low on the untis, but high on the content per phone. SWKS did say many of the handsets were full solutions ($20) and that Samsung is among 16 OEM's that incorporate their DCR chip. You bet SWKS is going to push the full solution. <g> It is interesting to note that SWKS (via Alpha) has the world's most advanced DCR, a 1 chip DCR with components, the nearest competitor only has a 3 chip DCR. Dave and company also realize and are pushing intergration of chips functions unto one chip, for instance the switch and the PA are being designed as one chip. SWKS will be the first company to introduce one. Anyway, very pleased with the process and the strategic positioning with the merger, now if we can only get the Street to wake up to this story. <g> A-M-S

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