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

To: Czechsinthemail who wrote (1179)	12/14/2001 4:44:50 PM
From: All Mtn Ski	Read Replies (1) \| Respond to of 1698

Interesting. Nice move on XICO, certainly a better play this past year. R&D is crucial, and I think your right about CATS riding the supply shortage for their chips and perhaps there will be a time in the future when those dynamics appear again, but I don't expect the semi industry to come roaring back soon. With everything down so much, many larger players like SNDK, look more attractive. AHAA seems pretty weak, they may get to $15 quicker than I thought, I will likely be a buyer at those levels. Cheers, Tom