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Skyworks Solutions (SWKS) has hit new 52 week high on raising its Q3 guidance based on increased business in Internet of Things (IoT) and analog complexity with high data rate connectivity standards.
When will we be able to monetize our efforts in these areas? I would faint if CRG ever raised his guidance.
Posted by Techinvestor - 9 years ago
According to Crg we've surpassed our IoT expectations for the year; the "turnkey" approach should allow us to "monetize" sooner than the Skyworks of the world...
Oh! lets not forget SECURITY!! in the final analysis we might be a better horse than SWKS
Lets hope Rus recognizes the companies potential.
Posted by GARIF - 9 years ago
I agree...the word "turnkey" is a biggie.
Just the fact that they have met their goals for IoT for the year (where did I hear/read this?), and that they need to hire additional employees says something about expectations.
When, oh when will we get a surprise to the upside?
Posted by phobos - 9 years ago
| Updated 9 years ago
Met IoT goals? Wedbush Conference.
Posted by GARIF - 9 years ago
Thank you GARIF. I knew I heard that somewhere.
Posted by phobos - 9 years ago