I haven't seen anyone other than Raymond James say anything yet, and they only cut from Strong Buy to Outperform. Seems to me that one of Skyworks' great strength is in custom, complex hardware chips. If I had to guess, I would think this new all in one chip from QCOM is not their leading edge, most advanced chip. There should still be plenty of business for SWKS for leading edge applications. JMO. My guess is that SWKS is bottoming right here at the lower Boll band, but I could be wrong.