- Skyworks’ stock price has pulled back materially along with other suppliers after Apple revenue guidance cut.
- Longer term investors should take comfort in the projected growth rates in all of Skyworks' targeted markets including mobile, the connected automobile, and IoT.
- One of the big growth drivers for Skyworks in the years ahead will be the move to 5G where Skyworks is uniquely positioned to benefit.
- The shares are trading at a steep discount as a result of current difficulties that are far outweighed by favorable longer term trends and the opportunity to supply new markets.
Read the Full Seeking Alpha Article HERE
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