SWKS - Skyworks Solutions, Inc (was AHAA) Message Board

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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)

SWKS 100.64

+1.6%

3:06 PM EST

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From: mlc178	9/26/2019 1:12:00 PM
	of 1698

QRVO, SWKS slide as analyst sees Huawei losses Sep. 26, 2019 10:38 AM ET\|About: Qorvo, Inc. (QRVO)\|By: Brandy Betz, SA News Editor Susquehanna analyst Christopher Rolland writes that Huawei has found alternatives to most U.S. RF suppliers, citing a visit to China and discussions with Huawei. Rolland says volumes are unlikely to return to pre-ban levels even if the ban is lifted. The purchasing levels could return to only 50% of the prior levels. Susquehanna cuts Qorvo ( QRVO -1.2%) from $74 to $70 and Skyworks ( SWKS -0.8%) from $78 to $74. ---------------------------------------------------------------------------------------------------------- Of course Huawei would find alternatives. There are plenty of Japanese and European alternatives to these two US companies.

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