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Skyworks Solutions Inc. Message Board

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  • bosox_pats bosox_pats Jul 21, 2011 8:12 PM Flag

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

    It matters because what drove the stock down from $30 to $22 was the market noise driven by the idiot at Charter Equity that SWKS was shut out of the iphone. Based on the math provided by today's guidance for Sep and Dec quarters, and the fact that AAPL had been up to 18% of revenues, it seems obvious to me they are still in the phone, perhaps at a reduced level. This factor that drove the stock down now should be lifted and this is why it matters to the stock price going forward.

    Expect numerous updates, upgrades and upward revisions to estimates..........

80.31+0.59(+0.74%)Nov 25 4:00 PMEST