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Strategies & Market Trends : Free Float Trading/ Portfolio Development/ Index Stategies

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From: dvdw©	10/29/2007 3:44:08 PM
	of 3821

Heads up. Found this partial outtake copied here for your attention, big numbers coming for one of our own...good week to add IMO and am getting busy doing so. Skyworks' portfolio of 3G front-end modules is gaining momentum as exemplified by the greater than 200 percent year-over-year unit growth in the most recently completed quarter. "The transformation from voice-centric handsets to multimedia EDGE, WEDGE and WCDMA wireless platforms is finally a reality, and we are delighted to be at the forefront in deploying the technology making this possible," said Gregory L. Waters, executive vice president of Skyworks Solutions. "While the complexity in the front-end module is increasing as each new operating frequency band requires additional amplifier, filtering and switching content, the number of suppliers possessing the breadth of process technologies and available GaAs capacity to address these needs is decreasing. Given this dynamic, we believe Skyworks is well positioned to capture market share for front-end content that will grow substantially faster than the overall handset segment." Dollar Content Opportunity in 3G Grows Third generation technology is applicable to both mobile and fixed wireless and is operational from any location, offering the potential to keep people connected at all times and in all places. The increasingly complex transmit modules that facilitate this ubiquity require the integration of various frequency bands, physically small form factors, low bill of materials costs and high power efficiency. These solutions must also manage an unprecedented level of related noise and potential signal interference within the handset. This trend creates a total available market for front-end content that will grow substantially faster than the overall handset segment, with $1.00 to $2.00 of addressable content in CDMA and GSM phones today increasing to nearly $6.00 in multimode-engine content per mobile device, producing an incremental RF market opportunity measured in the billions of dollars annually.

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