Exactly!! The report from AAPL, though about a quarter in the rear view mirror, projects the future of SWKS well beyond the timeframe SWKS' management will guide to. It goes a long way to confirming SWKS' future into 2017.
Agree, semi. Apples last quarter has hugely positive implications for SWKS looking out 12 - 24 months. Love it!!
SWKS didnt guide for a year or two ahead, though...as they shouldn't. But, Apples 74 million iPhones last quarter go a long way to helping us longs see guidance for SWKS looking forward one to two years....via upgrades to those iPhones. THAT is why I like last quarter from Apple.
Now, give me a thumbs down, if it makes you feel better. I'm on your side as a long. You shouldn't be so difficult on this point. I speak the truth and come in peace. 😊
Toast and SVS...can you not understand how those 74 million iphones impact SWKS in the future? This is my last attempt at explaining the iPhone upgrade cycle for those 74 million new phones. there is huge growth for SWKS going forward because of high dollar content iPhones during future upgrades of those 74 million phones. Accept it or not...the last quarter for Aapl has hugely positive impact on swks' future.
74 million iPhones is hugely positive guidance for SWKS because of the future upgrades of those iPhones with high-content devices. So, when speaking of Apples past one is speaking of both SWKS past and SWKS future.
The past is the future in this case, toast. All 74 million of those new iPhones are now in line for future upgrades. And, my gut tells me iPhones are high-content for SWKS. The future is getting brighter for SWKS with this report from Apple.
Changed my order to $80. Looks unlikely right now. When the market smells a stock that should be $100+, there will be few sellers in the $80's. I think that is what we are seeing.