Hi,
I own all three stocks, SWKS after following the discussion on this board.
QRVO since I had bought TQNT before their merger with RFMD.
Lastly I’m long on AVGO. I had heard that AVOG’s fbar filter is used on both the Apple’s and Samsungs phone’s and was trying to find out more.
Apparently the filters were designed many years ago, and it’s only recently that they have found widespread use in cell phones.
Here’s some info on what I found about the AVGO filters:
http://www.avagotech.com/pages/en/rf_microwave/fbar_filters/…
and
http://en.wikipedia.org/wiki/Thin-film_bulk_acoustic_resonat…
OK, if AVGO is used in phones I was wondering where SWKS and QRVO fit in.
Here’s something that I found that explains it a bit more:
http://seekingalpha.com/news/1991955-iphone-6-teardowns-qcom…
Kris