Good for Apple and hence SWKS!

Investment Analysis Clubs Saul’s Investing Discussions
#1

Malware hits millions of Android phones

Here’s the link to the BBC article:

http://www.bbc.com/news/technology-36744925

And you can’t get rid of it even with a factory reset. Bad for Google, good for sale of iPhones, and probably good for Skyworks.

Saul

7 Likes
#2

And we see SWKS going up yesterday and today.

Now of course, it feels like a validation of my having bought more shares 3 days ago…I am a market timing genius…Not! :slight_smile:

#3

probably good for Skyworks.
Why is that? Skyworks is massive in Android phones as well as iPhones and the new Xiaomi and Huawei have the highest amount of Skyworks content yet.
a

5 Likes
#4

But, the problem is with older versions of Android, i.e., probably older phones, so people might be more motivated to get an updated phone, hence good for Skyworks?

4 Likes
#5

While I welcome any good news for Skyworks and generally defer to Saul on anything investing, this feels like a little bit of a reach. I’d be surprised if this becomes significant enough to meaningfully impact stock prices.

Of course I’m often wrong about these things. :slight_smile:

2 Likes