Swks grew their numbers in cellular in June quarter, but to your point, not by much. Swks' cellular number has been much more tied to Apple than Rfmd and Apple is the one that was most down starting the earliest.
Swks may not be enjoying the China expansion yet if their China number is only 10%.
Tuesday could start to show the divergence between Swks and Rfmd in CPG as Rfmd comes up in cellular share at the same flagship accounts, but has a larger China presence and emerging market presence in the lower end and mid-tier. The "technology matching" catch phrase seems to suggest that Rfmd is leading the proliferation into low and mid-tier phones, not Swks.
they will meet the numbers but I wonder if guidance will be as strong as swks. Also profitability and cashflow will be poor compared to the outstanding numbers of swks. I have switched a third of rfmd to swks at 23.87.
Not scared of #$%$! I bought CLDX @ $4.01 when no one else was about 18 months or so ago! I bought RVLT @ $3 then watched it go to .12 now its $5. I own a lot of this but I do not scare easily. I am pretty diversified with a lot of biotech purchases to go with my tech stocks and they have been on fire so I can wait patiently for this to go up eventually hopefully! Bring on Tuesday! Of course after I enjoy my 3-day wkend!