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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 (1323)	6/28/2002 6:14:02 AM
From: w0z	Read Replies (3) \| Respond to of 1698

"Now going to 12 phones at Samsung" Isn't this up from 8 phones announced in May? Combine this with Samsung's 43% growth (gaining share on everyone) and a much higher revenue per phone ($20), and there should be some spectacular revenue growth ahead. I'm would expect most of these new phones must be data-capable which should be very hot as KDDI, Verizon, Sprint, etc. roll out data services. Here's your previous post about Samsung: Message 17628054 Just some numbers to think about: 1. Samsung did 9.5M phones in their lastest quarter. 2. Recently revised forecast to 40M phones for 2002 up from 28M last year. 3. Aldrich previously said the new orders are Samsung's "high runners". 4. SWKS is shipping these beginning in June. 5. I would guess 10M units for SWKS might be possible this year which would equate to $200M incremental revenue at $20 per phone. I'm probably way off on #5, but this could be very significant incremental revenue since I think Samsung is a completely new customer for SWKS. Surely my assumption in #5 above is wrong, but is it too high or too low?