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Skyworks Solutions Inc. Message Board

  • bosox_pats bosox_pats Jul 21, 2011 6:42 PM Flag

    100% sold out for Sep Qtr and nearly sold out for Dec qtr

    Plus, management stated on cc they have not lost any shelf space in any of the major smartphones. Based on the fact iphone5 is being shipped in Sep and 4th qtr and given the guidance and shelf space comment, they are definitely in the iphone.

    I would expect the analyst who questioned this point needs to eat crow and come clean.......

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    • Good points, thanks for the reply.

      I guess, I had my thinking locked on looking forward, but you are exactly correct. This has taken quite a beating over the rumor.

      After watching the presentation they attended a couple of months ago in London (I think it was), I have been ignoring the noise and nibbling all the way down, due to them implying what they just reported.

      Thanks again, good points you make.

    • no one said they were not in i-phone! There is a big chance they are not in 5!

      • 1 Reply to drivingmustangs
      • You don't get it! AAPL accounted for up to 18% of SWKS total revenues. You can't get to the revenue numbers they are guiding and also imply you are nearly sold out in the Dec quarter if you are not in the iphone 5 that ships in Sep!!

        The folks who were poking at SWKS regarding iphone 5 were basically predicting an earnings and revenue miss in the Sep or Dec qtr on this basis. This cc and announcement throws a huge wet cashmere blanket over these fools.....nothing more ad nothing less.

    • *the analyst was Ed Snyder from his 2 person firm of Chater Equity.

      *he said on 4-6-11 that SWKS was out of AAPL i-phone 5.

      *he changed his mind on 7-6-11. covered his A$$.

      =========================
      <<<Plus, management stated on cc they have not lost any shelf space in any of the major smartphones. Based on the fact iphone5 is being shipped in Sep and 4th qtr and given the guidance and shelf space comment, they are definitely in the iphone.

      I would expect the analyst who questioned this point needs to eat crow and come clean.......>>>

 
SWKS
52.14-0.04(-0.08%)Jul 29 4:00 PMEDT

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