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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 (1439)	9/5/2002 12:05:39 AM
From: Czechsinthemail	Read Replies (1) \| Respond to of 1698

SWKS said today at the conference that the Cali note got pushed back to June 2003. I believe that should be Mexicali. There was a lot of good news on the call. They spent a lot of time establishing various funding options ranging from real estate leaseback transactions to the renegotiation of the Mexicali note. The other big item is how much content they are getting in the Samsung phones. The module packages represent about $20 per phone. Their cost advantages translate into advantages in getting new design wins.