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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Jim Mullens who wrote (120186)	1/21/2014 3:52:42 PM
From: slacker711	Read Replies (2) \| Respond to of 196545

The reason I described Skyworks as doing reasonably well is that their March quarter is being driven by non-mobile growth. They stated that growth in mobile will follow historical seasonality. That is at a time when Skyworks is picking up quite a bit of content per mobile unit due to the number of LTE bands in many handsets (particularly the iPhone). I dont know whether the VZ results are representative of US mobile sales and the Kantar data is polling data rather than anything official. The question is if this provides a real look at the underlying mobile sales in the developed markets. I dont have an answer, but these numbers are definitely not what I expected heading into the quarter. Slacker