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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 173.96

+1.4%

Nov 11 3:59 PM EST

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To: kech who wrote (34175)	4/17/2003 11:13:57 AM
From: slacker711	Read Replies (1) of 196607

What does Skyworks make? Do they participate in all CDMA phones or just some manufacturers? Is this just a repeat of the RFMD info or some new info? Also, the generality of the Hambrecht analyst comments "weakness in China, India" etc seems almost like he is repeating stuff from others rather than bringing some new info to the table. They make power amplifiers....same as RFMD. It is just confirmation of the RFMD news (this makes it unlikely that RFMD was just losing marketshare). I think the analyst was just stating what Skyworks probably said during their CC....though I havent listened to it so cant be sure. FWIW....an overview of the handset PA market. siliconstrategies.com Slacker

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