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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 (1434)	8/27/2002 1:37:01 PM
From: w0z	Read Replies (1) \| Respond to of 1698

The news from the wireless sector has been pretty good, I think that wireless may lead the recovery. I agree. It's the only segment of technology I'm invested in. Reasons: 1. The product is relatively low cost...who can't afford phone service even in a recession? 2. New technology such as CDMA 1X facilitating data-rich applications at PCS, VZ, KDDI, SKT, etc. GPS, real-time video, games, etc should create higher than normal product replacement demand. 3. Everything I read indicates continued growth across all geographies (even Europe!) and wireless must be the only area of technology looking so healthy. And SWKS seems to be in the forefront of industry trends to SOC, ODM outsourcing, etc. Will be fun to see how things play out the next few months. Let's hope SWKS underpromised and will overperform!