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Bill[_12_] Bill[_12_] is offline
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First recorded activity by BoatBanter: Jan 2017
Posts: 4,553
Default Stock Tip: Skyworks Solutions Inc (SWKS)

Wayne B wrote:
On Mon, 01 Feb 2021 21:25:23 -0500, wrote:

On Mon, 1 Feb 2021 15:53:46 -0500 (EST), justan wrote:

Wayne B Wrote in message:r
On Mon, 1 Feb 2021 09:21:33 -0500 (EST), justan
Wrote in message:r On Sun, 31 Jan 2021
00:15:32 -0500, Wayne wrote:On
Sat, 30 Jan 2021 22:54:27 -0500,
wrote:On Sat, 30
Jan 2021 12:35:02 -0500, Wayne
wrote:On Sat, 30 Jan 2021 10:38:26 -0500 (EST), justan
Wrote in message:r On Sat, 30 Jan
2021 08:34:07 -0500 (EST), justan
Wrote in message:r On Fri, 29 Jan 2021
10:36:38 -0500, Wayne
wrote:Skyworks is on fire this morning after a very strong earnings
report.They are an interesting tech company that make key components
for 5Gcell phones among other things. Their strong suit is designing
hybridchips that do RF (radio frequency) processing as well as
digital. I'veowned if for a couple of years now and have done quite
well.I have been on it with 5 figures since you told me last
time.$100.00 ?Over 100x that.LET'S HOPEIT CONTINUES TO DO
WELL.:-)===Yes, for sure. Of course they are vunerable to
any down turn in theoverall market, and some think that could happen
soon. The good newsis that Skyworks is a well established company
with solid sales andearnings. That separates it from the frothy
speculative stocks thathave made the news recently. A falling tide
drops all boats but thesolid ones come back up. (Note clever
interjection of on topicsubject matter.)That was what I saw
before I jumped in. I just had too much on myplate to investigate the
other one. ===Akoustis is tiny by comparison and a good deal
riskier. They werebasically just a R&D operation until their recent
contract. Supposedlythey have a superior RF filter technology however
and the patents toback it up. 5G and IOT devices are going to need a
lot of filterseventually.I

already
have a 5G play. I am looking for something else but notreally
hard.It's going to be a while before they have mini towers placed in
a grid everywhere, 100 yards from each other. ===True enough but Apple
and other phone suppliers are selling 5G phonesright now. Apple is a
big customer of Skyworks.
T-MOBILE HAS 5G IN FT MYERS, ESTERO, MIAMI AND A FEW OTHER PLACES.
HAVE YOU HSD A CHANCE TO CHECK IT OUT.
I THINK 5G IS WHERE CELL SERVICE WAS WHEN WE WERE CARRYING BAG
PHONES AROUND. THERE ARE BIG HOLES IN 4G STILL. I WAS IN CEDAR
KEY LAST WEEK WHERE CELLULAR WAS HORRIBLE AND T-MOBILE WI FI
HOTSPOT WAS PRACTICALLY NON EXISTANT.


That is one problem with T Mobile. The coverage is spotty. My wife
fell in love with Verison because their coverage was excellent
wherever she was going. These days it is really more important it is
where I am sitting than it is 40 miles out in the boonies. Neither of
us go anywhere these days. A decent base antenna on a Childrens Band
radio would reach anywhere I go 99% of the time.


===

T-mobile has been steadily expanding their coverage in recent years,
especially since their merger with Sprint. My wife has Verizon so
between the two of us we have coverage almost everywhere, and T-mobile
is much less expensive.


We have Verizon. ATT headquarters are in our city and can not get ATT
coverage in 1/2 the area. Liked the price of ATT vs. Verizon, but lack of
coverage in a lot of the areas we traveled to on the coast as well as where
we live made it pretty unusable. T-Mobile had nowhere to go but up. I
think they started by buying the obsolete ATT network.