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Skyworks Solutions Inc. Message Board

  • lakers_w lakers_w Apr 17, 2013 2:15 AM Flag

    Sterne, Agee & Leach:

    We believe the handset plays Skyworks Solutions (SWKS), Avago Technologies (AVGO) and RF Micro Devices (RFMD) have all underperformed (with the exception of Qualcomm), given worries with the [ Apple (AAPL)] iPhone5 and competitive concerns from Qualcomm's RF360 front-end. We believe March/June quarters should see better-than-expected guide given [Samsung] GalaxyS4 ramps, late-June-quarter iPhone5S builds, and multiple ramps from HTC [of Taiwan], ZTE and Huawei [both of China].

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