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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 68.87-1.0%3:37 PM EST

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To: w0z who wrote (1331)6/30/2002 10:33:08 PM
From: All Mtn Ski  Read Replies (1) of 1698
 
I'm pretty sure Alpha had sockets in a Samsung handset before May 2002, perhaps it was a GSM phone? Anyhoo, that is the past and the company is definitely selling big numbers to Samsung today. Samsung was a 44% customer for CNXT in 2001. (Page 132 of the merger proxy)

We may have to be patient with this one as the story plays out, I think they have to deliver on profitability in the Dec quarter as stated before some real excitement happens.

A-M-S
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