Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: w0z who wrote (1424)	8/20/2002 4:35:52 PM
From: All Mtn Ski	Respond to of 1698

Ahhhh, I did not listen to the Adam Harkness conference. It seems SWKS is covering all their bases, so to speak, today's release listed every air interface standard out there. I would love to say SWKS is heading higher, but I do expect a pullback, after such a nice 4 day run (40+%), so you may still get your chance. RFMD is still getting 3.7X revenues. Some metrics: Assuming $600 mil in annual revenues (low ball) for SWKS and apply a 2.5 X revenue multiple = $10.80 on 138 million shares outstanding. 2.5X $1 billion (18-24 months out) = $18.12 3.7X $1 billion = $26.81 So there seems to be plenty of upside here over the next 12-24 months. I hope I can hang on that long! A-M-S