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

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

SWKS 69.47

+0.9%

3:59 PM EST

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To: The Ox who wrote (1340)	7/2/2002 1:09:56 PM
From: Czechsinthemail	Read Replies (1) of 1698

The Samsung picture looks very good. It is particularly encouraging to see credit given to their speed in getting new models into production -- something SWKS management has mentioned as one of the big advantages they offer customers. I'm still wondering about China. With estimated sales of 95 million units, it is clearly a big market. My hope is that the local Chinese manufacturers will be using SWKS modules in their new models. If not, Samsung and others will likely get the lion's share of the top end phones while locals get a higher percentage of low cost phones. My guess is that this kind of market segmentation is what is reflected in the market share stats.

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