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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA) -- Ignore unavailable to you. Want to Upgrade?

To: All Mtn Ski who wrote (639)	9/19/2000 1:11:50 PM
From: Claude	Read Replies (1) \| Respond to of 1698

Saw that about TXN's forecast - gave a mixed signal I guess by offering a bullish sentiment with a downwards revised forecast. But if this is the reason why is NOK not feeling the pain? Claude

To: All Mtn Ski who wrote (639)	9/19/2000 1:31:48 PM
From: Czechsinthemail	Read Replies (3) \| Respond to of 1698

AHAA seems to have bounced off its low at 36. The TXN announcement seems like the likely trigger. Otherwise, it may be general anxiety about slowing sales growth following on ANAD's announcement. The concern may be that competition will intensify and margins deteriorate if growth slows while production capacity is increasing. Any thoughts on how the lower wireless sales forecasts might impact AHAA and its earnings? Interesting to see another semiconductor analyst turning on a dime again today. Apparently, Intel, AMD, and the DRAM manufacturers are "good" again. What a racket! 10:29 ET Semi Upgrades : After downgrading both Intel (INTC +2 11/16) and AMD (AMD +1 13/16) last week, we're hearing that Banc of America Securities analyst Rick Whittington upgraded INTC and AMD this morning and made positive comments about DRAM pricing.