Thanks for sharing ddule. In your opinion, what are the potential ramifications of this Google/Huawei partnership on SWKS? Since you are keeping us updated on this development, I assume you believe SWKS will be impacted in some way.
Like I said earlier today...$100 is now support.
SWKS is on the launching pad and ready for another great earnings report.
I'm with you, Ed. Feels like momentum is building from a broad sense in the market. Could be a big push out of the past four months' range-bound trading in the near term for SWKS.
Ddule...I agree, imbeciles abound on this board. But, that just makes it like most boards. So, don't get too concerned about the thumbs down responses.
More importantly, what do you know about Huawei and SWKS relationship? Are they competiors, or is SWKS supplying them? I think keeping an eye on China in terms of potential competition is prudent.
Anyone unable to see these games being played to get cheaper shares before earnings, please get out of the market now. Put your money in a CD.
Btw, I estimate this Apple upgrade cycle which began with the iPhone 6/6 Plus has at legs at least 3 years long...2015-2017...probably more. The larger phone from Apple is proving to be what the world was waiting for. With only about 20% of eligible upgrades in place, and sales off the charts, nonetheless, it's becoming obvious a multi-year cycle has begun. I always like to point out that with each new iPhone launch there are more upgrade-eligible users than the last launch. Given the Apple-loyalty effect, this is like built-in growth launch over launch over launch.
If you're SWKS supplying the iPhone with an increasing ASP per phone you start telling investors about seeing $7 EPS in the mid-term. Then, I believe, this Fall they will begin telling investors about seeing $9 EPS going forward.