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

To: The Ox who wrote (1327)	6/28/2002 10:06:52 AM
From: All Mtn Ski	Read Replies (1) \| Respond to of 1698

If Samsung said they expect to sell 43 million phones this year, I think SWKS will have no problem getting those 10 mil units, if not more. Murty, later in the CC, mentioned the figure will be going from 8 phones to 15, instead of just 12. What OEM wouldn't want a high performance complete solution, at the lowest cost, with the fastest time to market? SWKS is providing that, competitors aren't. Dave said less and less individual chips are being bought, and stated in two years very few OEM's would be buying PA's that weren't part of a more complete solution, SWKS is uniquely positioned to supply everything, and has the critical mass and high yields to price better than competitors. A-M-S