Avago Skyworks Qualcomm should be bought at current levels, says Sterne Agee

theflyonthewall.com

Sterne Agee expects smartphone unit builds to rise 15%+ in 2H13 versus 1H13. The firm expects the increase to create stronger RF component and Mobile DRAM demand. It keeps Buy ratings on Avago (AVGO), Skyworks (SWKS), and Qualcomm (QCOM).

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