### Comment:
SWKS is good in the 60s man. Remember this isn’t direct China content completely, 31% is Apple via manufacturing. 13% is Huawei. There is almost no consistent domestic RF makers, especially at the high end. China will be the first with full 5G deployed barring re blocking Huawei, and will reaccelerate sales. $10 of content working towards $22 over the next 3 years on improving units. 5G iPhone coming next year 100%, management basically said that to me without explicitly stating it

### REPLY:
So skyword, mu, vmw are solid buy with a 5 to 10 horizon  ?

### END.