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


To: slacker711 who wrote (120187)1/21/2014 4:14:42 PM
From: Jim Mullens  Respond to of 196538
 
Slacker, re: Skyworks growth....................................

"....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). ..."

Went back to the SeekingAlpha transcript and you're correct in their growing non-mobile segments. "mobile' is mentioned often in their very informative CC. Lots of Q&A on "mobile" which they're still bullish on.

Perhaps, they don't want to step on anyone's toes???

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

snip from Q&A
Next, we go to the line of Richard Sewell with Stephens.

Richard Sewell - Stephens Inc., Research DivisionIt's Richard calling in for Harsh. So first question, looking out over this year, how are you thinking about the growth opportunity in mobile and specifically in the smartphone end market?

Liam K. Griffin - Executive Vice President and Corporate General ManagerFirst of all, we're still very bullish on mobile in general and smartphone specifically. We talked about China as a real theme that we're benefiting from. But even in traditional Tier 1 accounts, we continue to see the need for higher data rates, more advanced protocols and that brings complexity to the table. So as we look out through 2014 and the platforms we're designing now for 2015, the performance of these products is going up and up and our ability to deliver simplicity here is exactly what these customers want. So we're really excited about it -- the content theme is coming together. There's more bands. There's a lot of complexity in filtering and tuning. The analog suite that we bring to the table is another real key driver for us. So we like that. We think it's a great trend. We're seeing it with our Tier 1s. And as we talked about already today, we really like what we're seeing in China.



To: slacker711 who wrote (120187)1/21/2014 6:26:31 PM
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  Read Replies (1) | Respond to of 196538
 
So some slowing signals from Verizon, UK and Germany, possibly Skyworks

Qualcomm softened their outlook a tad last quarter

and at present the technicals are going places Qualcomm has not seen in a while, like since 2001.

Crazy when in the past quarterly reports rocked and the stock could not get out of its own way.