Skyworks' (SWKS -17.3%) losses have accelerated following its analyst day (webcast), even as some attendees defend the company. Comments about FQ1 being up "modestly" due to poor demand from low-end (Chinese?) customers are likely affecting shares - the Street is forecasting an 8% Q/Q revenue jump. Also, rumors are floating Skyworks' iPhone 5 chip content could disappoint, though Piper isn't buying them. iPhone 5 teardowns should arrive tomorrow. TQNT -4%. RFMD -3.7%. AVGO -4.1%. (FQ4 guidance)
Are you Bullish or Bearish on ?
Sentiment on ()
Thanks for sharing your thoughts.