SWKS really under performing for sure. At least I can dream about the past 2 days when we were showing strength. Now back to the same old China garbage and the 87% business from them. We need Aldrich on CNBC every other week
Yep the real world unfortunately wants to take this stock down to the mid 80's again. Maybe down to $80. Will have to wait till October. AVGO wasn't enough to offset the Goldman Sucks report
We can find support to break even
The issue is that dollar content increases with each generation of phone. 3G phones have a lot less content then soon to be released LTE and 5g phones which will come in the next 1-2 years. You can sell 5% less phones and make 30% more revenue
Now and with AVGO and soon to be unvieled iphone it will get worse.