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Post# of 704041
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All Mtn Ski

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Re: qwave post# 35944

Thursday, 10/17/2002 10:10:45 AM

Thursday, October 17, 2002 10:10:45 AM

Post# of 704041
"SWKS is the cellular components spinoff of Conexant."


Well, not quite. Alpha Industries (AHAA) merged with the handset RF IC division of CNXT and the new company, SWKS, retained AHAA's top management. That is key, IMHO, as AHAA's managment is second to none and I would not be playing SWKS had the CNXT team remained in place.

Look for them to report a blowout quarter on 10/29.


A-M-S

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