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Skyworks Solutions Inc. Message Board

  • derwood_kohfer derwood_kohfer Jan 5, 2012 7:32 PM Flag

    SWKS 88K Vol AH v. 900K RFMD AH

    On the sympathy knee-jerk sell-off. There are seasonality issues but as RFMD is used to doing, they mismanaged expectations badly - to the disappointing side this time and by a lot. SWKS much better at managing their business and having a grip on it. Also SWKS more beaten down the last several months considering they are the class of the sector and did build in a reduction already, and likely will continue leading the industry going forward. Love those huge moves SWKS makes post-earnings. Stars may be aligning but always a speculation....

81.90+1.59(+1.98%)Nov 27 1:00 PMEST