A rare positive and nicely done Seeking Alpha Article on Skyworks.
Skyworks Solutions: Irrational Fears About Apple Make It A Solid Buy
Skyworks’ recent meltdown was based on a misperception of the chip company’s current opportunities not just in Apple iPhone, but in the Internet of Things.
Skyworks has a genuine, durable competitive advantage and a narrowing field of capable competitors.
My price target of $115 is based on a sanity check of both upside and downside factors.
Given its focus, steady management, and growing market opportunities, Skyworks is a multi-year play, not just a short-term opportunity.