BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[With Skyworks, at times it seems the sky's the limit]]>http://www.bloggingstocks.com/2008/02/11/with-skyworks-at-times-it-seems-the-skys-the-limit/http://www.bloggingstocks.com/2008/02/11/with-skyworks-at-times-it-seems-the-skys-the-limit/http://www.bloggingstocks.com/2008/02/11/with-skyworks-at-times-it-seems-the-skys-the-limit/#commentsFiled under: ,

Readers of this space know that the investment bias is toward large-cap companies with demonstrated business models and who have a competitive advantage in established markets, preferably with a favorable global trend as a support. But every once in while an exception is made for a non-conforming but innovative/promising company, and along this line Skyworks looks attractive. (Note: Skyworks is only for investors who can tolerate high-risk.)

Skyworks Solutions, Inc. (Nasdaq: SWKS) is a leading supplier to major mobile phone/PDA manufacturers.

Analysts really like Skyworks' radio frequency and manufacturing expertise, which enables the company to secure design wins with existing and new customers.

Skyworks, which began as a defense contractor, makes its integrated circuits out of gallium arsenide, a material that performs at higher speeds and with less energy consumption than the sector standard, silicon.

Continue reading With Skyworks, at times it seems the sky's the limit

With Skyworks, at times it seems the sky's the limit originally appeared on BloggingStocks on Mon, 11 Feb 2008 18:13:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>cell phonesgallium arsenideintegrated circuitsmobile phonesPDAsrfidSkyworksSWKSMon, 11 Feb 2008 18:13:00 EST<![CDATA[Investing in Oregon: Electro Scientific (ESIO), Mentor Graphics (MENT), Triquint (TQNT), Tektronix (TEK)]]>http://www.bloggingstocks.com/2007/10/19/investing-in-oregon-electro-scientific-esio-mentor-graphics/http://www.bloggingstocks.com/2007/10/19/investing-in-oregon-electro-scientific-esio-mentor-graphics/http://www.bloggingstocks.com/2007/10/19/investing-in-oregon-electro-scientific-esio-mentor-graphics/#commentsFiled under: , , ,

OregonMy recent Investing in Oregon post took a look at some companies that the Motley Fool had featured in its investigation of investment opportunities in the Beaver State, including Precision Castparts Corp. (NYSE: PCP), StanCorp Financial Group Inc. (NYSE: SFG), FLIR Systems Inc. (NASDAQ: FLIR), and Columbia Sportswear Co. (NASDAQ: COLM).


But the Motley Fool article also mentioned that one of the most prominent business influences in Oregon wasn't even headquartered in the state: semiconductor giant Intel Corp. (NASDAQ: INTC) from Santa Clara, California. It also included mention of four Oregon-based businesses that provided support for Intel: Tektronix Inc. (NYSE: TEK), Mentor Graphics Corp. (NASDAQ: MENT), Triquint Semiconductor Inc. (NASDAQ: TQNT), and Electro Scientific Industries Inc. (NASDAQ: ESIO). One could imagine that Intel's impressive earnings report this week should have been good news for these supporting companies.

Beaverton-based Tektronix, widely known as Tek, is one of the leading makers of test and measurement equipment, such as digital multimeters, logic analyzers, and curve tracers, and oscilloscopes. Tek will win its seventh technical Emmy this year. Tek beat Wall Street expectations in its previous three quarters, reporting earnings per share of 40 cents for its first quarter FY2008. But the consensus of analysts surveyed by Thomson Financial was to hold shares of Tek. The share price reached a 52-week high of $37.95 on Monday when it was announced that Danaher Corp. (NYSE: DHR) will acquire Tek. Tool and equipment maker Danaher just announced record third quarter results.

Continue reading Investing in Oregon: Electro Scientific (ESIO), Mentor Graphics (MENT), Triquint (TQNT), Tektronix (TEK)

Investing in Oregon: Electro Scientific (ESIO), Mentor Graphics (MENT), Triquint (TQNT), Tektronix (TEK) originally appeared on BloggingStocks on Fri, 19 Oct 2007 17:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>Cassini spacecraftCOLMColumbia SportswearDanaherDHRElectro Scientific IndustriesESIESIOfeaturedFLIRFLIR Systemsgallium arsenideHeartland Value FundINTCIntelMENTMentor GraphicsMotley FoolNew Wave ResearchOregonPCPPrecision CastpartssemiconductorsSFGStanCorp Financialtech sectortech stocksTEKTektronixTQNTTriquintTriquint SemiconductorFri, 19 Oct 2007 17:30:00 EST