instead of making well documented research, several analysts launched false statements like: rfmud likely won a PA or gained the most content. absolutely a shame how stock analysts try to manipulate the market. I do not understand why this continues to be tolerated.
the teardowns reveal no new rfmd chip.
Continuing, iFixit noted the new Broadcom AirPort card, which supports the new 802.11ac Wi-Fi standard, first appearing in Macs with the refreshed MacBook Airs. The desktop also packs three Skyworks SE5516 dual-band 802.11a/b/g/n/ac WLAN front-end modules, as well as a Broadcom BCM20702 single-chip Bluetooth 4.0 HCI solution with Bluetooth Low Energy Support.
see Apple insider 25 Sept 2013
not only will swks post record revenues this and next Q, they also will have record eps.
tqnt and rfmud also will show decent revenue growth but with mediocre eps.
So with eps of 0.62-0.63 swks this Q, p/e is 10.4. SWKS however will continue to grow and it is very likely eps will continue to increase to $ 0.75 totalling $3.0 next Y. This clearly shows SWKS is undervalued and it means swks should at least trade at $30+.
every day in case you missed it.
prid&brug: thank you very much dear shareholders for lifting our stock to near $6 so we can take the opportunity and dilute the stock a little bit more every day.
the big difference is Aldrich executed stock options paying $7.18 per share while prid&brug sold *free* shares meaning they never have to take a risk, they always win, easy money.
no idea why especially swks goes down so much. TSM sees slowing smartphone revenues in 4Q but that should affect all rf companies. Probably it is a play from MM's. On July 8th we saw the same: all of the sudden swks sank with no reason and this was the low ($20.95).