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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 65.32+2.9%3:59 PM EST
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To: bob zagorin who wrote (1591)10/13/2005 4:20:09 PM
From: carranza2  Read Replies (1) of 1698
 
My thinking, in a nutshell, is that it is undervalued at the low 5s, that it will take steps to solve its capacity constraints, and that it will become increasingly competitive with RFMD. I also think the market has overreacted to recent events, handing me a nice opportunity for a short term trade, which is exactly what I will do.
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