Seeking Alpha

With the help of a chip stock rally, Skyworks (SWKS +3.1%) and Anadigics (ANAD +4.1%)  are...

With the help of a chip stock rally, Skyworks (SWKS +3.1%) and Anadigics (ANAD +4.1%)  are recouping some of the losses they saw on news of Qualcomm's (QCOM) RF front end. Lazard has upgraded RF Micro (RFMD +0.5%), arguing Qualcomm's solution is a "proof of concept" and that the company is unlikely to risk upsetting partners. Longbow thinks Qualcomm's use of bulk silicon and SAW filters will limit its solution to low-end devices. But Signals Research feels differently (.pdf). "Historically, a system-based solution wins since there are efficiencies that can’t otherwise be realized."
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