I would like to hear what people gauge this tie that Skyworks has with Apple and how they could somehow diversify away from Apple in a significant way that their revenue and stock is not as tied to the fate of Apple as it is right now.
A good example of how diversifying away Apple was done by Avago now Broadcom. In the past few years Avago’s revenue was strongly coupled with the iphone cycle but today it is much less and their growth is not dependent on the iphone.
What is Skyworks doing in that regard?
tj