The 2 Smartest Ways to Play the Mobile Revolution: QUALCOMM, Inc. (QCOM), Skyworks Solutions Inc (SWKS)

Simply put, no one really has the technology to supplant Qualcomm’s LTE technology at the moment, and Skyworks is best positioned to take advantage of its growing market share in PAMs across all brands. Even after their moves higher, I project both could still double from the current levels, and, if I don’t already have a CAPScall of outperform on these two, I will certainly be entering one.

Is Apple Inc. (NASDAQ:AAPL) still the leader in mobile innovation? Read on…
There’s no doubt that Apple is at the center of technology’s largest revolution ever, and that longtime shareholders have been handsomely rewarded with over 1,000% gains. However, there is a debate raging as to whether Apple remains a buy. The Motley Fool’s senior technology analyst and managing bureau chief, Eric Bleeker, is prepared to fill you in on both reasons to buy and reasons to sell Apple, and what opportunities are left for the company (and your portfolio) going forward. To get instant access to his latest thinking on Apple, simply click here now.

The article The 2 Smartest Ways to Play the Mobile Revolution originally appeared on Fool.com and is written by Sean Williams.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.The Motley Fool owns shares of Apple, Google, Ford, Qualcomm, and TriQuint Semiconductor. Motley Fool newsletter services have recommended buying shares of Apple, Google, and Ford, as well as creating a bull call spread position in Apple, creating a synthetic covered call position in Microsoft, and creating a synthetic long position in Ford.

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