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Skyworks Solutions SWKS

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    1. Cramer's Lightning Round - SunPower Has Staying Power (5/15/13)

      Headlines

      Thu, 16 May 2013

      I think Europe is bottoming. Ford is a buy." Berkshire Hathaway ( BRK.B ): "You've got horse sense." Skyworks ( SWKS ): "It is fine. Tech is going to make a comeback. We feel tech has bottomed. Skyworks is not bad." Marathon Petroleum

    2. Qualcomm (QCOM) managed to get 6 chips in the U.S. version of Samsung's (SSNLF.PK) Galaxy S4, per iFixit's teardown: the high-end APQ8064 app processor, a 4G baseband chip, an audio codec chip, an RF ...

      Headlines

      Sat, 27 Apr 2013

      known to use a Snapdragon 600 baseband/app processor. Also found: a MXIM microcontroller, an SIMG video transmitter, a SWKS 2G power amplifier module, and Toshiba ( TOSBF.PK ) NAND flash memory ( previous ). ( Chinese S4 teardown ) ( Galaxy S III

    3. In spite of an FQ2 beat, Skyworks ([[ SWKS ]] -3.6%) is selling off, as the Street looks unfavorably on guidance for FQ3 revenue of $435M and EPS of $0.53 (consensus is $443.2M and $0.52). Though EPS ...

      Headlines

      Fri, 26 Apr 2013

      In spite of an FQ2 beat , Skyworks ( SWKS -3.6% ) is selling off, as the Street looks unfavorably on guidance for FQ3 revenue of $435M and EPS of $0.53 (consensus

    4. Skyworks Reports 2Q Earnings, Expects Solid 2H Growth

      Commentary

      Fri, 26 Apr 2013

      Skyworks Solutions SWKS reported healthy fiscal second-quarter earnings. Although the company gave investors a third-quarter outlook that was modestly

    5. Low expectations are aiding iPhone supplier TriQuint ([[TQNT]] +10.7%), which is surging after missing Q1 estimates and guiding for Q2 revenue of $185M-$190M and EPS of -$0.10 to -$0.12, below a ...

      Headlines

      Thu, 25 Apr 2013

      5 mobile clients grew, and claimed strong demand for advanced 4G power amplifiers and filters. Possibly up in sympathy: SWKS +2.7% . RFMD +1.6% . CRUS +3% .10.1% of TriQuint's float was shorted as of March 28. Post your comment!

    6. Notable earnings after Thursday’s close: [[AEM]], [[ALTR]], [[AMCC]], [[AMKR]], [[AMZN]], [[BIDU]], [[BJRI]], [[BLDR]], [[BMRN]], [[CALX]], [[CAMP]], [[CB]], [[CBG]], [[CENX]], [[CERN]], [[CINF]], ...

      Headlines

      Thu, 25 Apr 2013

      GERN , IGT , IM , INAP , INFA , KBR , KEG , KLAC , LEG , MCRS , MXIM , N , NR , NTGR , OLN , PFG , PKI , PMCS , QLIK , RMD , RRC , RSG , SBUX , SIMO , SPN , SWKS , SYNA , TCO , THRX , TLAB , UHS , VPRT , VRSN , WRE , WYNN Post your comment!

    7. Notable earnings after Thursday’s close: [[AEM]], [[ALTR]], [[AMCC]], [[AMKR]], [[AMZN]], [[BIDU]], [[BJRI]], [[BLDR]], [[BMRN]], [[CALX]], [[CAMP]], [[CB]], [[CBG]], [[CENX]], [[CERN]], [[CINF]], ...

      Headlines

      Wed, 24 Apr 2013

      GERN , IGT , IM , INAP , INFA , KBR , KEG , KLAC , LEG , MCRS , MXIM , N , NR , NTGR , OLN , PFG , PKI , PMCS , QLIK , RMD , RRC , RSG , SBUX , SIMO , SPN , SWKS , SYNA , TCO , THRX , TLAB , UHS , VPRT , VRSN , WRE , WYNN Post your comment!

    8. Are wireless chip stocks decoupling from Apple? Even with Apple off slightly as bleak June quarter guidance outweighs fresh capital returns, iPhone/iPad combo chip supplier Broadcom ([[BRCM]] +6.6%) ...

      Headlines

      Wed, 24 Apr 2013

      Broadcom ( BRCM +6.6% ) is surging thanks to a Q1 beat and strong Q2 guidance, and is helping out some peers - QCOM +1.4% , SWKS +2.6% , INVN +1.8% , SNDK +1% . During its earnings call , Broadcom, which also provides combo chips for many Samsung

    9. Apple (AAPL) -1.2% after Cirrus Logic (CRUS), which gets over half of its revenue from the company, issues a revenue warning for the March and June quarters (FQ4 and FQ1). Though Cirrus' FQ4 revenue ...

      Headlines

      Wed, 17 Apr 2013

      down, $20.7M of which is due to "a decreased forecast for a high volume product" as a customer (quite possibly Apple) migrates to a new component (could be a sign of a new iPhone). SWKS -2.2% . QCOM -0.9% . Post your comment!

    10. "Sustained content increases look likely, including at top customers Samsung and Apple ... RFMD appears well positioned to capitalize on expanding RF complexity with its 'systems-level' approach." ...

      Headlines

      Tue, 26 Mar 2013

      chipmaker's Galaxy S IV design wins and high-end tuner/RF switch opportunities. Shares are close to their 52-week high. Skyworks ( SWKS +2.1% ) and Anadigics ( ANAD +3.1% ) appear to be rallying in sympathy. Post your comment!

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