I like SWKS, CRUS. Both benefit from iPhone 5 sales. CRUS heavily correlated to AAPL prices, SWKS is also correlated to AAPL, but less so. SWKS is more diversified than CRUS (also has exposure to Samsung) .Innovative company. Previously gave over-cautious guidance, the market over-reacted, so SWKS sold off excessively. IMHO at this point its way oversold-- I bought more SWKS today at $22.16. (I expect good upside from here, good report on 11/1).