IPhone 5 Likely Boosts Qualcomm, Skyworks – Barron’s


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IPhone 5 Likely Boosts Qualcomm, Skyworks
Barron’s
Though Qualcomm's weaker guidance seems to imply a delay in iPhone builds, we would highlight that the company remains constrained at 28 nanometers and is dealing with 3G and 4G channel inventory reductions, thus late-quarter Apple (AAPL) builds
iPhone 5 Could Send Qualcomm and Skyworks SoaringValueWalk

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