SWKS - Skyworks Solutions, Inc (was AHAA)

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

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To: JakeStraw who wrote (1630)	10/14/2014 11:56:45 AM
From: Savant	of 1698

Bounce from 200 DSMA coupla days ago, might be upside follow thru on decent news...IMO *unless the market melts again.

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From: JakeStraw	10/22/2014 8:13:06 AM
	1 Recommendation of 1698

Skyworks Ramps Revolutionary Diversity Receive Modules for LTE Smartphones finance.yahoo.com Proprietary Solutions Enhance LTE Data Throughput and Deliver Unprecedented Downlink Data Speeds; Leverage New Filter Capability and Systems Expertise

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From: JakeStraw	10/29/2014 8:17:50 AM
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Skyworks Introduces High Fidelity Solutions for Streaming Music Platforms at Bose and Sonos finance.yahoo.com Ramping in Volume Production across All Key Customers “Skyworks is excited to support the rapidly emerging music streaming platform market via highly advanced front-end solutions,” said Carlos Bori, vice president of marketing at Skyworks. “Our partnerships with industry leaders, including Bose and Sonos, have enabled us to develop world-class audio solutions for streaming networks.” In a wide ranging report on the future of the entertainment industry, PricewaterhouseCoopers expects on-demand, digital delivery of music, movies, videos, games and eBooks to significantly expand over the next few years. In this year’s “Global Entertainment and Media Outlook”, PwC is forecasting that the digital delivery revolution will dramatically change the way we use our connected devices. Digital music streaming revenue is forecasted to increase from $848 million in 2013 to $1.7 billion in 2018, when it will account for 37 percent of total digital recorded music revenue.

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From: JakeStraw	11/6/2014 4:35:44 PM
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Skyworks Reports Record Q4 FY14 Results finance.yahoo.com “Skyworks is aggressively executing on our strategy to deliver sustainable, above market growth with diversified analog semiconductor returns,” said David J. Aldrich, chairman and chief executive officer of Skyworks. “Our advanced solutions are at the heart of mobile connectivity and the Internet of Things, and are empowering exciting new applications spanning mobile payments, to streaming music services, to on-demand media. Given our accelerating design win momentum and deep product pipeline, we have never been better positioned to grow demonstrably faster than our addressable markets and in turn, to deliver best-in-class financial returns.”

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From: JakeStraw	1/7/2015 8:25:36 AM
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Skyworks Ramps Suite of LTE Solutions Powering Next Generation Chipsets for Emerging Markets finance.yahoo.com SkyLiTE™ Devices Supporting MediaTek’s SoC Platforms Skyworks’ newest family of LTE devices consist of highly integrated modules that incorporate the amplification, switching, Wi-Fi filtering and coupler functionality required to support all major FDD/TDD bands. With the addition of external duplexers, this product suite provides OEMs with a scalable and reconfigurable front-end system suitable for markets worldwide. MediaTek, a leader in system on a chip (SoC) platforms for wireless communications and home entertainment, is leveraging SkyLiTE™ solutions for their MT6752/32 and MT6735 LTE chipsets targeting China’s leading smartphone providers.

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From: JakeStraw	1/23/2015 8:32:43 AM
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Skyworks Exceeds Q1 FY15 Revenue and EPS Guidance finance.yahoo.com “We are off to a solid start to fiscal 2015,” said David J. Aldrich, chairman and chief executive officer of Skyworks. “Our business results are being fueled by a global surge in connectivity across a wide-ranging set of applications and by the increase in analog-rich content that is required to power today’s most innovative devices. Skyworks is at the forefront of this technology advancement—facilitating secure, high-speed, seamless connections through our integrated solutions. As our results show, we are capitalizing on these trends today—driving superior financial returns for shareholders.” “We have created a unique business model, combining the strong growth of connectivity and the Internet of Things with the financial returns of a diversified analog company,” said Donald W. Palette, executive vice president and chief financial officer of Skyworks. “Our increasing market reach, expanding content opportunities and new product launches are enabling us to outperform normal March quarter seasonal trends. For the second fiscal quarter of 2015, we anticipate revenue to be $750 million—up 56 percent year-over-year with non-GAAP diluted earnings per share of $1.12.”

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From: JakeStraw	4/30/2015 4:19:21 PM
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Skyworks Exceeds Q2 FY15 Revenue and EPS Guidance finance.yahoo.com Delivers Revenue of $762 Million, up 58% Year-over-Year Increases Non-GAAP Operating Income by 99% Year-over-Year Posts $1.15 of Non-GAAP Diluted EPS ($0.85 GAAP), up 85% Year-over-Year Guides to Q3 Revenue of $800 Million with 130 Basis Point Sequential Increase in Gross Margin, Driving Non-GAAP Diluted EPS of $1.28

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From: www3	5/20/2015 5:35:43 PM
	of 1698

VMEM is trading at 3x Revenues. Comp growing at the same rate. Some write ups on Value Investor's Club.

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From: JakeStraw	10/6/2015 3:12:31 PM
	of 1698

Skyworks Makes $2 Billion Cash Bet on PMC-Sierra thestreet.com

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From: more100	1/29/2016 9:20:35 AM
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Skyworks’ (SWKS) first quarter results beat estimates but the company issued weak guidance for the second quarter.

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