Skyworks Solutions, Inc. (NASDAQ:SWKS)

Only few companies are really good in analog and RF semiconductor device design. Will even grow because of increasing number of medical and telecommunication electronics.

Betting that this company will benefit significantly from Apple's immense growth.

Play on an apple supplier.

- Skyworks Solutions Inc posted a better-than-expected first quarter helped by strong holiday season demand for smartphones and tablets, and the cellphone chipmaker forecast second-quarter revenue above analysts' expectations.

The wave of 3G replacing 2G is still ongoing

Skys the limit.

Nice growth and low p/e. could get its mojo back.

Bought 110 shares in RL

Regular seaonality (reduction of 8-10%) in EPS in the first quarter of the yaer did not happen for Skyworks. They remain the leader in providing chips for the mobile phone and tablet market. With the trend toward smart phones continuing and the more complex (meaning expensive) chips required for them should keep Skyworks on the upward momentem train for the next 2-3 years.

This company is supplying manufacturers of cellular, medical, automotive, broadband, energy efficiency and military infrastructure. Many of these industries will grow at a faster pace than the S&P

Its chip set is top of the line. Apple iphone 5 will bring more business.

No matter who wins Iphone wars, SWKS will be getting a significant share of the business. SWKS has a long term record of success. I just wish that I had some dry powder!

The stock has fallen 25% from highs set in February, baking in plenty of bad news and potential share losses in the process. Smartphones, tablets, and a plethora of other communications-heavy gadgets will need to buy what Skyworks and its rivals are selling for years to come; there will always be some jockeying for position, but nobody will kill Skyworks.

Indirect apple play

Seems unfairly lumped with other semis. Wider customer base in smartphones and tables, including the market leader (Foxconn/Apple).

going nowhere but up

The quick, easy run is likely over. A lot of hype around their chips in everything mobile. Not to say it's not true, but when I start seeing stories about it every week pushing the stock higher, I'm a seller.

Profile
Skyworks Solutions Inc.
20 Sylvan Road
Woburn, MA 01801
United States - Map
Phone: 781-376-3000
Fax: 781-935-4939
Website: www.skyworksinc.com

Details
Index Membership: S&P 600 SmallCap
S&P 1500 Super Comp
Sector: Technology
Industry: Semiconductor - Integrated Circuits
Full Time Employees: 3,700

Business Summary

Skyworks Solutions, Inc., together with its subsidiaries, offers analog and mixed signal semiconductors worldwide. The company provides power amplifiers and front-end solutions for cellular devices from entry level to multimedia platforms and smart phones. Its product portfolio consists of amplifiers, attenuators, detectors, diodes, directional couplers, front-end modules, hybrids, infrastructure RF subsystems, mixers/demodulators, phase shifters, PLLs/synthesizers/VCOs, power dividers/combiners, receivers, switches, and technical ceramics. Skyworks also offers MIS silicon chip capacitors, transceivers, and modulators. The company markets its products to automotive, broadband, cellular infrastructure, energy management, industrial, medical, military, and cellular handset applications. Skyworks sells its products primarily through its direct sales force, as well as through independent manufacturers? representatives and distribution partners. The company was founded in 1962 and is headquartered in Woburn, Massachusetts.

***All above information from YAHOO FINANCE***

As long as it maintains high profile in all smart phone market and branches out into wireless meter readers.