Comments for SWKS - Stockpickr! Your Source for Stock Ideas

Comments for SWKS

Added By	Comments	Type	Date Added
barrons3	Skyworks (SWKS), which Break Out Stocks has been behind up here, was supposed to blow up along with TriQuint (TQNT). It seemed like a risk-free short. It turns out to be the opposite. Skyworks totally delivered. The undercurrent of the last few suppliers' quarters was the Internet tsunami had lost its steam. Skyworks says that's not true. That could mean Apple (AAPL) is off to the races toward my $300 target.	Love	November 12, 2009
barrons3	I just wish they would take into account the micro evidence. Companies like JDS Uniphase (JDSU) or ADC Telecom (ADCT) or Tellabs (TLAB) or RF Micro Devices (RFMD) or Skyworks (SWKS), they are all too cheap. They are languishing. I think the H-P buy of 3Com is a wakeup call to all of the inexpensive tech stocks that are languishing -- your time of non-independence will soon be upon you.	Love	November 12, 2009
cihan	fundamentals, recommendations, chart formation bullish	Love	October 19, 2009
barrons3	The rally's also reigniting some left behind of late, names like Skyworks (SWKS) and Cypress (CY) are now coming back up.	Love	October 15, 2009
rockitina	cells phones are BIG	Love	October 01, 2009
drsmythe	Internet play	Love	September 18, 2009
tomderry6	Mobile internet is not going away	Love	September 13, 2009
Frank S. Swienckowski	potential	Love	September 11, 2009
murf39	They make the parts that allow every woman to talk on a cell phone	Love	September 04, 2009
barrons3	I've been a bull on the sector, mostly being behind Skyworks Solutions (SWKS), Qualcomm, Research In Motion (RIMM), Apple (iPhone) and a bunch of little guys like ON Semiconductor (ONNN) and Starent (STAR), but even I am taken aback by how strong this rally is	Love	June 11, 2009
barrons3	As the product cycle revs up, it carries with it all the companies that make parts for the iPhone or BlackBerry or Pre, firms like Starent Networks (STAR), Skyworks Solutions (SWKS), Texas Insturments (TXN), RF Micro Devices (RFMD), Sandisk (SNDK) and the other chipmakers.	Love	June 11, 2009
Stockpickr Staff	As for Skyworks (SWKS), Cramer said it's "going to keep growing." Action Alerts PLUS name Qualcomm (QCOM) is the "guts of all the 3G and 4G," he said. (<a href="http://www.thestreet.com/story/10511451/1/cramers-stop-trading-capital-one.html" target="_blank">Cramer's "Stop Trading!" 6-9-09</a>)	Love	June 10, 2009
barrons3	You can buy Skyworks below where it reported, even as its business is on fire. There I think the lid is all Apple (AAPL) saying it will develop its own chips, and it is a big customer of Skyworks. I simply do not believe that Skyworks is going to lose that business, as it is the lowest-margin part of a cell phone, and there is no reason to raise the cost of products that simply are better to buy than develop.	Love	May 21, 2009
Melissa Simpson	China play-high demand for cell phone materials SWKS provides	Love	May 19, 2009
Stockpickr Staff	"Skyworks' materials go into all cell phones and the company can't pump out the stuff fast enough." (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=b9fa36f8-170c-4234-acf9-9bff00ca5bdd" target="_blank">"Tech Tops the China Boost," 5-4-09</a>)	Love	May 05, 2009
barrons3	Market Perform - Price 8.51 on March 24 by Sandler O'Neill We are downgrading Skyworks [a maker of high-performance analog and mixed-signal semiconductors for mobile devices] to Market Perform from Strong Buy based on: customer weakness...end-market weakness... and limited operating leverage. SKWS has posted consistently strong results in recent quarters, significantly outperforming peers. [But we are] concerned that pressure on top-line growth will limit margin leverage in the near-term...We believe Skyworks is fairly valued at current levels...approximately 16 times our [fiscal year] '10 [generally accepted accounting principles] earnings-per-share estimate. We are maintaining our FY09 and FY10 GAAP EPS estimates of 43 cents and 49 cents, respectively. Market cap: $1.4 billion.	Love	March 28, 2009
barrons3	That's easily extrapolated to just about every semi and handheld business from Research In Motion (RIMM) to Analog Devices (ADI) to Apple (AAPL) and Skyworks Solutions (SWKS).	Love	March 12, 2009
jacksonron	growth potential	Love	February 16, 2009
Dwan D. Jones	They have the future in there hands with building the chips or the I phone type cell phones.	Love	January 03, 2009
rbstr44	JJC pick.	Love	December 19, 2008
rbstr44	JJC pick.	Love	December 19, 2008
barrons3	I also think that Skyworks Solutions (SWKS) is too cheap.	Love	December 18, 2008
barrons3	Third was mobile chipmaker and former Cramer favorite Skyworks Solutions (SWKS). He said Skyworks is a play on the increasing popularity of smartphones, and with earnings estimates slashed to just 16 cents a share for 2009, all of the bad news is already baked into these shares as well.	Love	December 18, 2008
sarah z	From a recent Mad Money show: "Their CEO has delivered two years of great quarters, and I think this one will be good, but I hate tech right now."	Love	August 21, 2008
barrons2	I think they will flock to Research In Motion (RIMM) -- be careful there, because Apple (AAPL) will knock them when it reports on July 21 -- Qualcomm (QCOM) and anything on the inside of cell-phones, as you can see today: Texas Instruments (TXN), Skyworks (SWKS), National Semiconductor (NSM) and Broadcom (BRCM).	Love	July 17, 2008
barrons2	The two companies he likes are Skyworks Solution (SWKS) and F5 Networks (FFIV).	Love	July 16, 2008
sarah z	From a recent Mad Money show: "Their CEO has delivered two years of great quarters, and I think this one will be good, but I hate tech right now."	Love	July 15, 2008
sarah z	From a recent Mad Money show: "They're in almost all of the cellphones, so they're a little insulated here. I would still sell a little and buy it back lower."	Love	July 06, 2008
roblyons	3G rocks	Love	June 17, 2008
Jon Stevens	hometown	Love	February 13, 2008