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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 (1423)8/20/2002 4:20:40 PM
From: w0z  Read Replies (2) | Respond to of 1698
 
Dave said SWKS business is split just like the market 2/3rds GSM and 1/3rd CDMA. I don't recall him downplaying CDMA at all, so I don't think we have anything to worry about.

I found that same comment in my notes but that was not what I was referring to. That comment came from a question from a Prudential analyst regarding current sales. However, I also recall Dave giving a priority list going forward which is what I'm referring to. It is not in my earnings CC notes and could have been in the Adams Harkness conference. Nevertheless, I am sure SWKS will listen to their customers and respond to the market. GPRS just seems like a loser compared to CDMA 1X at this point in time but I'm sure SWKS will respond accordingly.

When is this stock ever going to take a breather so I can buy some more at those low prices?! Unfortunately it is now above $5 which qualifies it for purchase by more funds!