I am confused Chris, did you mean to say Apple CAN simply slip out the SKWS and slip in the QRVO, or they CAN’T? I know Apple does use both companies, so isn’t that at least a little pressure on pricing? Not the best place for info, but that is one reason Morningstar gives as a risk to SKWS, that is the fact that Apple can switch suppliers. If I read most of your post correctly, you feel that is not true. Could you clarify for me?
Mike