Should SWKS extend its retreat, a wave of downgrades or price-target cuts could weigh on the stock.

FORBES: Bearish Options Bet On Skyworks Solutions Looks Smart

However, it should be noted that SWKS reports quarterly earnings after the close on Thursday, Nov. 1.

FORBES: Bearish Options Bet On Skyworks Solutions Looks Smart

Qualcomm (QCOM), ARM Holdings (ARMH) and Skyworks Solutions (SWKS) have been the primary beneficiaries along with licensing and technology company InterDigital (IDCC).

FORBES: Move up http://i.forbesimg.com t Move down

Snyder today cut his rating on SWKS to Underperform from Market Perform.

FORBES: Skyworks Off; To Get Lower Revs From iPhone 5 Than iPhone 4?

Those companies include S kyworks Solutions (SWKS) , RF Micro Devices (RFMD) , Anadigics (ANAD) , TriQuint Semiconductor (TQNT) and Avago Technologies (AVGO) among others.

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While the device manufactures slug it out, I continue to favor companies like Skyworks (SWKS), Broadcom (BRCM) and Qualcomm (QCOM) as a way to invest in the secular shift toward connected mobile devices.

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Skyworks Solutions (SWKS) will get a lot less revenue from selling parts for the Apple (AAPL) iPhone 5 than it did for the current generation of the phone, according to Charter Equity analyst Edward Snyder.

FORBES: Skyworks Off; To Get Lower Revs From iPhone 5 Than iPhone 4?

From glass suppliers like Corning (GLW) to touch capacitive solutions from Synaptics (SYNA) and Silicon Labs (SLAB) and RF solution and baseband companies, like Skyworks Solutions (SWKS), RF Micro Devices (RFMD), TriQuint Semiconductor (TQNT), Qualcomm (QCOM) and Broadcom (BRCM) among others.

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From my perch, investors should be putting capital into the shares of Qualcomm (QCOM), Skyworks (SWKS) and Broadcom (BRCM) as those companies are positioned to benefit from the growth in smartphones and tablets while missing the competitive and margin pressures to be faced by the device manufacturers.

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