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Skyworks Solutions (SWKS)

“I think let’s go to the derivative plays — Skyworks, let’s talk about Broadcom,” said Stephanie Link, director of research and vice president of TheStreet. “These companies are going to benefit substantially from Apple’s strengths, so I think that those are kind of the backdoor ways to play it.”

Skyworks Solutions produces technology for a broad range of applications, including smartphones, autos, medical, military and wi-fi. Based in Woburn, Mass., the company counts among its primary customers such big names as Motorola, Nokia, Samsung, Research In Motion, HTC and, of course, Apple.

Skyworks had a market capitalization of $5.14 billion and EPS of $1.17.

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Photo: Skyworksinc.com