Vijay Rakesh, the analyst who wrote the report, explained that shipment for iPhone4 could even grow an additional 15% quarter-on-quarter for Q4.

FORBES

Shares of mobile phone chip provider Skyworks Solutions are trading sharply lower Friday after Sterne Agee analyst Vijay Rakesh chopped his rating on the stock this morning to Neutral from Buy.

FORBES: Connect

Concerned about the potential loss of market share in the core PC microprocessor market to ARM-based parts, Sterne Agee analyst Vijay Rakesh this morning cut his rating on Intel shares to Neutral from Buy.

FORBES: Intel: Worried On ARM Threat, Sterne Agee Downgrades