After the hideous performance of Sandisk on Thursday, the entire semiconductor group was slammed hard. However Jim Cramer thinks this is just an opportunity for investors to get in on stellar stocks like Skyworks Solutions, which is right in the epicenter of all things involving connectivity.
Skyworks makes high-performance radio frequency and analog semiconductors for smartphones, tablets, cars, GPS, broadband and wireless networking. It has its hands in the pot in almost all things related to connectivity, including power amplifiers for cellphones and iPhone content.
While the stock has pulled back recently because of the marketwide selloff, Skyworks reported a fabulous quarter back in January. Cramer is confident that the stock has even more room to run.
To find out more about what could be in store for the future of Skyworks and its role in the Internet of things, Cramer sat down with CEO David Aldrich.
"It's all about connectivity…the notion is that you have a previously wired device, or perhaps something that was never wired before. The idea now is that the technology has become affordable, people are used to it, they're comfortable with it and it has become more secure," Aldrich said.