Stephens analyst Harsh Kumar believes this is an attractive entry point for RF semiconductor names such as Qorvo (QRVO) and Skyworks (SWKS) going into earnings. The analyst thinks both are well positioned for upside in the September quarter. Further, he believes the build for Apple's (AAPL) iPhone 7 is likely to be rather conservative, which sets up well for growth in the December quarter as well. Kumar has an Overweight rating on both Qorvo and Skyworks' shares.
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Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here