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

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

SWKS 69.40

-1.7%

9:43 AM EST

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To: w0z who wrote (1404)	8/2/2002 4:26:30 PM
From: All Mtn Ski	Read Replies (2) of 1698

Bill, I listened to the CC last night, I'll post my notes later, but it was exactly how they laid it out in the June meeting and indeed they stated the backlog has gotten stronger since then. They re-affirmed the focus on a strong balance sheet, something Alpha never waivered from, and are in 'almost all' of the CDMA and GSM platforms from MOT, including the new phone that MOT highlighted at their analyst meeting. I'm sure you listened to the call as well, I loved how they shut down that analyst that said other competitors where taking market share from SWKS' top customers. After saying 'that struck a nerve' Dave flatly stated, "Talk is cheap". I love it! Even though I am over-loaded with SWKS, a call like that and a PSR well under 1, makes me want to add even more. <g> I won't, as it is this could be my 'masterstroke' or just go broke! <g> Cheers, A-M-S

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