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.

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.

fundamentals, recommendations, chart formation bullish

The rally's also reigniting some left behind of late, names like Skyworks (SWKS) and Cypress (CY) are now coming back up.

cells phones are BIG

Internet play

Mobile internet is not going away

potential

They make the parts that allow every woman to talk on a cell phone

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

jim cramer