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Technology Stocks
SWKS - Skyworks Solutions, Inc (was AHAA)
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
1698 48 0 SWKS
Emcee:  ron boling Type:  Unmoderated
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1373Bill et al re 'Complete System Solutions' The actual price of the prodw molloy-7/18/2002
1372Briefing.com summary on Motorola: 12:31 ET Motorola (MOT): 15.03 +0.50: MotorolCzechsinthemail-7/17/2002
1371Bill, I think those 'Complete System Solutions' are the $20 units. ThisAll Mtn Ski-7/16/2002
1370(In edit...somewhere recently I saw something about SWKS releasing earning July w0z-7/16/2002
1369Well, we've seen a 66% rebound from the low. Not too shabby. NXTL had a veThe Ox-7/16/2002
1368Baird, you are correct about the $140M breakeven which Tom pointed out and I adjw0z-7/13/2002
1367Bill, Thanks for your post and your calculations. As I read through managementCzechsinthemail-7/12/2002
1366Nice work Bill, thanks! Well, if SWKS can earn $0.45 in 2003 and the analysts aAll Mtn Ski-7/12/2002
1365Did we see capitulation in this stock yesterday? Up 50% from yesterday's loThe Ox-7/12/2002
1364Was thinking about their business model more last night. Tom correctly pointed w0z-7/12/2002
1363Found one other clue about when they expect to reach profitability: w0z-7/11/2002
1362Tom, the following is from their last quarterly report (first as Skyworks): w0z-7/11/2002
1361Hmmm....the lowest I saw it trade was $3.10, but I do see the day's low at $All Mtn Ski-7/11/2002
1360<i>Market running, the real deal or another brief short covering rally? I Czechsinthemail-7/11/2002
1359A-Ha! They did have 15% net margins in 1999. Thanks! I think they are trying toAll Mtn Ski-7/11/2002
1358<i>I wish I had a net income figure to do the net percentage. Help?</i&w0z-7/11/2002
1357I dug up some of my old CC notes: Message 15212973 Message 14632746 It looks All Mtn Ski-7/11/2002
1356Good points Bill. Dave said they are looking for gross margins in the 45% rangeAll Mtn Ski-7/11/2002
1355<i>He also stated they wanted 15% or better operating margins, so 15% of $w0z-7/11/2002
1354Forward PE of 3 sounds about right. :)The Ox-7/11/2002
1353Anyone want to check my math on this one? EPS projection based on the Analyst MeAll Mtn Ski-7/11/2002
1352Well, it certainly has been frustrating. Part of the recent selling may be margAll Mtn Ski-7/10/2002
1351It's my impression that the market has decided that AHAA got the short end oThe Ox-7/10/2002
1350Bill, It may be short sellers ganging up on SWKS or just a crappy market. EitheAll Mtn Ski-7/10/2002
1349The company stated that they had $100 mil in cash and a $100 million credit lineThe Ox-7/10/2002
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